Users are assigned to a User Group and is primarily used for reporting.
This field is required for setting up a user. You may have one or many user groups in the system, but you would use roles to manage a user’s permissions.
Set up a User Group and assign users
There are two ways to set up a User Group:
User Groups page
- Navigate to the User Groups page.
- Click New and provide a name in the input screen and click Save.
- Select the User Group and click the Assign button to add users as required. It's possible to multi-select and assign users.
Users page
- Navigate to the Users page.
- Highlight the user and click the Groups button.
- From the User Group popup, you can assign the User Groups one by one to the selected user.
