Who is this article for?

Administrators responsible for managing users.

Administration access is required.

User Groups simplify permissions management by enabling Administrators to assign Members to specific answer sets or control accesses to documentation. This article explains how to add and administer User Groups.

1. Accessing user groups

To access User Groups:

1. Go to Administration.
2. Select User Groups.

You will be taken to a Manage User Groups screen, where you can add, edit, or remove records.

2. Adding groups

To add a new Group:

1. Click the Plus icon in the top-right.
2. Select Create New User Group.

3. Enter a Name for your Group.
4. Choose if you'd like to auto-assign Members.
5. Click Add.

There are some things worth noting about creating Groups:

• Users can be in many different User Groups. However, they can only have one primary group (this can be set to 'All Groups' if required).
  You can set this on the first page.
• Once assigned, users will only have access to answer sets within the primary group.
  If the primary group is disabled, users will have access to all groups they're a Member or.
• You can set any group to be 'Global'.
  If selected, this means the location will be added by default, although it can be removed.

3. Managing groups

3.1. Renaming groups

To rename a group:

1. Click the Arrow icon on the far right of the record.
2. Select Rename.
3. Enter the new name.
4. Press Enter.
   Alternatively, you can click the Arrow icon and select Save.

3.2. Deleting groups

To delete a group:

1. Click the Arrow icon on the far right of the record.
2. Select Delete.
   You will see a pop up asking you to confirm.
3. Click Delete.

3.3. Editing members

To add/remove Users:

1. Click the Arrow icon on the far right of the record.
2. Select Edit Members.
   A pop up will appear, allowing you to add Members from a list.
3. To add Members, click the Plus icon next to their name.
   You can also choose to auto-assign new Members from this view.
4. To remove Members, click the Minus icon next to their name.
5. Click Save.

4. Further reading

• Using Checklist Administration
• Creating and Managing Review Groups
• Managing Users