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.