Create and Manage Groups

To create a new group and assign permissions:

  1. Navigate to Settings > User Management on the left navigation and select Groups tab.
  2. Click New Group on the upper-right corner
    • Create a New Group opens up. Enter the following details:
      • Name: Enter a name to identify the group.
      • Add Users: Select or enter a single user or multiple users' names to add to the group.
        • To remove a user, hover the cursor over the name and click on the delete symbol (x).
      • Assign Permissions: Select one or more entity permission sets. To remove a selection, hover the cursor over the entry and click X. Then select the level of permission for each set:
        • List: This allows you to view the entities created by you and those that are shared with you.
        • Create: This allows you to view the entities created by you, those that are shared with you, and create new entities.
        • Admin: This allows you to view or edit all the entities created by any user and also create new entities.
  3. Click Save.

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