User Group

1. Create a New Group

Easily set up functional units or teams within your organization:

Navigate to Account Management from the left-side menu.

Select User Groups.

Click the Add New Group button.

Enter a descriptive name for the group (e.g., Finance Team or Admins).

Click Add to finalize.
 

2. Update Group Details

Modify existing group names as your organizational structure evolves:

Locate the group in the list and click the Options icon (⋮).

Select Edit.

Enter the updated name and click Save Changes.

3. Assign Users to a Group

Add members to a group to apply collective permissions:

Click Assign User next to the specific group.

Select the desired users from the list (you can select multiple users at once).

Click Add to complete the assignment.

4. Manage & View Group Members

Review who belongs to each group:

Click View All next to any group to see the full list of assigned users.

This view allows you to audit group membership quickly.

5. Reassign Users between Groups

Move a user from one group to another seamlessly:

Click View All within the user's current group.

Locate the specific user and click the Modify icon.

Choose the new destination group from the dropdown list.

Click Replace to update their group affiliation instantly.