User Groups

Home Page→ Settings→ User Management→ User Groups

Overview

Allows to create and edit User Groups, add the permissions to the groups to allow or prohibit the use in the system.

Manuals

How to create the User Group

Fill in the Name and the Description fields of the form to create a User Group, if you opened the page 'User Groups' for the first time and press on the ‘SAVE’ button to save the current group.

Or press on the ‘+NEW’ button, if you started switching between groups. Then the form to create User Groups will be empty

How to delete the User Group

Select the group which you want to delete and click the ‘DELETE’ button

How to clone the User Group

Select the group which you want to clone and press on the ‘CLONE’ button.

The cloned group will be marked as ‘ _clone’. For example, admin_clone

The Group Permission tab

After selecting the group you will see the Group Permission tab.

On this tab, you can see the list of permissions that belongs to this group.

Also in the list you can see the name of the page on which the permission is, the name of permission, description of permission.

On this tab, you can select the permissions and copy them to another group.

To do this, just select the permissions and select the group using the ‘Copy selected to’ selector to which you copy the permissions, and then click the ‘Copy’ button.

The New Permission tab

After selecting the group you will see the New Permission tab.

On this tab you can add or delete the permissions to the groups.

To add the permission to the group, just select the page to which permission belongs and press on the red button

then the button will be green and this means that permission is added to your group.

To delete the permission from the group, just select the page to which permission belongs and press on the green button

then the button will be red and this means that permission is deleted from your group.

Also on this page you can see the ‘Friendly groups’ which also have the same permissions as you. And you can see which Users have the same permissions as you.

The Group E-mails tab

After selecting the group you will see the Group Emails tab.

On this tab you can add, edit and delete the email to your group

To add the email fill in the form and press on the ‘Save email’ button.

To new email press on the ‘NEW EMAIL’ button and to delete email, just select the email which you want to delete and press on ‘DELETE EMAIL’ button.

The Group Exclude Companies

After selecting the group you will see the Group Exclude Companies tab.

If you add a company to the ‘Group Exclude Companies’ list, to a group where you are, then you will not see it anywhere.

On this tab you can add the Companies to Exclude.

To do this, just select the companies from ‘Company’ selector and press on the ‘ADD TO EXCLUDE' button

The Users tab

After selecting the group you will see the Users tab.

On this tab you can see all users which belong to your group.

You can see their login, name, email and name of the group.

Also on this tab you can delete the User from your group.

To delete the user from a group, just press on the ‘Deassign User’ button at the end of the user line.

Permissions

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