Article Content
Overview
A User Group organizes system users into specific groups based on their organizational role (e.g., Employee, Management, etc.). Adding users to a User Group allows an Administrator to assign multiple users within a User Group to a Role by assigning the User Group to a Role instead of manually assigning a Role to each user.
Roles control user permissions, what a user can do (create, edit, delete, etc.) and access within the system.
Viewing User Group Roles
- From the Home screen, click the System icon.
System Icon
- From the Admin Overview screen, click the User Groups tile from the Peoples section.
User Groups Tile
- From the Admin: User Groups screen, narrow the search results by entering a User Group name in the Search field and pressing Enter.
Search Field
- Click a User Group Name.
User Group Name
- From the Admin: Edit User Group screen, scroll to the Roles section to see which Roles are assigned to the selected User Group.
Roles Section
Viewing User Group Membership
You can also see which groups a user has been added to from the User Group Membership section on the Edit User screen.
- From the Home screen, click the System icon.
System Icon
- From the Admin Overview screen, click the Users tile from the Peoples section.
Users Tile
- From the Admin: Users screen, narrow the search results by entering a User name in the Search field and pressing Enter.
Search Field
- Click a User Name.
User Name
- From the Admin: Edit User screen, scroll to the User Group Membership section to see which User Groups are assigned to the user.
User Group Membership Section