A user group refers to a set of users who can access different device groups with different permissions. You can also assign roles to user groups to allow or disallow specific actions.

You can create, remove a user group at the partner level and at the client level.

Create a user group

  1. Go to Setup > Accounts > User Groups, click the + Add button.

  2. Select one of the following options for Select User Group Type:

    • Partner User Group: Create a user group for partners.
    • Client User Group: Create a user group for clients.

  3. (Optional) If you selected Client User Group, select the name of Client.

  4. Enter a unique Group Name.

  5. Provide a short description about the user group, in the Description field.

  6. Email: Enter email IDs of users. You can also add a distribution list (DL) for sending notifications to specific DLs. This DL can be viewed while selecting the users for escalating alerts.

  7. From Select Users section, provide details for the following:

    • From the Available Users list, select one or more users or search using the search box, and click the right arrow icon to move the users to the Assigned Users list.

  8. After providing User Group details, click Assign Roles.

  9. From the Assign Roles section, select the roles from the Roles List.

  10. Click Save.

The user group is displayed in the User Groups listing page.

Remove a user group

When an existing user group is deleted, it is removed from the platform.

  1. Select a client from the All Clients list.
  2. Go to Setup > Accounts > User Groups.
  3. Select the user group that you want to delete and click Remove, which displays a confirmation message.
  4. Click Yes to confirm group removal.