User Groups

User groups can be used to manage user access to menus and permissions in an easy way. By adding a user to a group they will automatically have access to the information they require. Usually, user groups are created based on roles. Certain roles will have access to a set of menus, documents, fields, and workflow actions. Instead of having to configure that for every new user, simply adding them to a group will do the trick.

1. Go to Groups.
2. Click + New.
3. Add a Label for the group (e.g. the role this group represents).
4. The Name will be automatically set.
5. Add group members by pressing + New.
6. Click Save.

To add more people to an already existing group, you can use the same method.

1. Open the existing group.
2. Add group members by pressing + New.
3. Add the details as before.
4. Click Save.

Having the groups available, check the permissions section for more details how to implement permissions.

Adding User to a Group with a Script

Check the add user to see how to add a user to a specific group.