Step 1: Go to User Management in the left-hand menu.
Step 2: Click on the Groups tab at the top of the screen.
Step 3: Click + NEW GROUP.
Step 4: Write the group name and click OK.
Step 5: Click to edit the group information, such as the name (1), and the roles attached to the group, if any (2), and to add custom fields for text, number or switch (3) on this screen.
Additionally, you can click +add new member to start adding users to the group.
Please see this article for more information about user roles and permissions.
- What is the difference between groups and roles?
- Check which roles are contained within your groups
- Automatically assign pathways to new members of a group
- Roles and user permissions [chart]
Article ID: xapimedA_20200305_2