Overview #

User Groups allow you to organize multiple users into a single group for easier management and assignment. Instead of assigning users individually, you can assign a group to tasks, jobs, or communication workflows.

This helps improve efficiency, especially when working with teams across departments or locations.

How to Create a New User Group and Add Users to It #

Step 1: Open User Groups #

Go to Users → User Groups.

Step 2: Create a New Group #

Click “Create” to open a page listing all users who can be added.

Step 3: Enter Group Details #

Provide:

• Group Name

Step 4: Add Users #

Select users to include in the group.

👉 You can select multiple users to form a team.

Step 5: Save Group #

Click Save to create the group.

How to Edit an Existing User Group and Update Group Members #

Step 1: Open User Groups

Go to Users → User Groups.

Step 2: Select Group

Find the group you want to update.

Step 3: Click Edit

Use the three dots (⋮) menu and click Edit

Step 4: Update Details

Modify:

• Group Name
• Add or remove users

Step 5: Save Changes

Click Save

How to Delete a User Group When It Is No Longer Required #

Step 1: Open User Groups

Go to Users → User Groups.

Step 2: Select Group

Find the group you want to delete.

Step 3: Delete Group

Use the three dots (⋮) menu and click Delete

Step 4: Confirm Action

Confirm the deletion