User Group Management

What are they really?

Ok, so they are actually just for access control to resources and data.

• A user group will be assigned a privilege level by the owner of a resource
  (ie. User group X can view/edit/manage user Y's dashboard) (more on dashboard sharing here)
• A user group will be assigned a set of data access permissions (more on that data permissions here)
• A user can belong to 0 or more groups

Creating user groups

1. From the accounts view, select the User groups tab.
2. Select the ➕ icon to add a new user group.
3. Specify a name.
4. Add as many users as you'd like to the group.
5. Select the ✔ to save it.

The user group should now be ready for use when granting access to resources!

Maintaining user groups

• Change the group name.
• Use the ➕ sign under the user group members to add new users.
• Use the X beside the member you want to remove
• When ready to commit the changes, select the ✔ to save it.

Removing user groups

Simply click on the triple dots for more options and select the delete user group option.

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