User Group

Create a new user group

1. Click the “New user group” link
2. Fill in the required details
3. Click “Save user group”

View user group details

1. In the User group list, click on the name of the desired user group
2. Check the displayed details
3. Navigate to other tabs for additional details

Remove user group

1. In the User group list, click on the name of the desired user group
2. Click the “Remove user group” button at the bottom left
3. Approve as prompted

Note: Removing a user group will impact all member users who inherited access based on the user group setup.

Include user to user group

1. In the User group list, click on the name of the desired user group
2. Navigate to the “Users” tab
3. Click the “Include user” tab
4. Click the “Include” link to add a user to user group
5. Click the “Save user group” to apply changes

Exclude user from user group

1. In the User group list, click on the name of the desired user group
2. Navigate to the “Users” tab, in the pop-up window
3. Click “Exclude” link to remove a user from user group
4. Click “Save user group” to apply changes

Check user group membership

1. In the User group list, click on the name of the desired user group
2. Click to the Users tab
3. Under Included users, review the list to see which users are included
4. If needed, use the Search field to locate specific names

View user group change log

1. In the User group list, click on the name of the desired user group
2. Click the “Change log” tab
3. View all changes made to the user group

Export user group change log

1. In the User group list, click on the name of the desired user group
2. Click the “Change log” tab
3. Press the “Export” button.