How do I add and edit User Groups in the Admin Portal? 

Adding user groups

User groups allow you to quickly and easily:

• Add groups of users to sites and site groups.
• Filter reports for groups of users.
• Attribute rules, actions and notifications to groups of users.

To add a user group:

1. Go to 'Administration – Users & User Groups – User Groups'.
2. Click the green ‘Add’ button to open the add user group form.
3. Fill out a name and description and decide if the user group can be responsible for actions.
4. Click ‘Save’.

To edit a user group:

1. Go to Administration – Users & User Groups – User Groups'.
2. Click the 'Options' menu on the right side of the row you would like to edit. 
3. Select 'Edit' to open the 'Edit user group' form.
4. Change the details as required.
5. Click ‘Save’.

To link a user group to a user:

1. Go to 'Administration – Users & User Groups – User Groups'.
2. Click on a row in the main record table to open the user group details page.
3. Click the 'User' tab. The user table will appear below the tab.
4. Click the green 'Link' button and select the name(s) of the record(s) you’d like to associate with the user group.
5. Click 'Save'.

Notes

You can also link a user to a user group in 'Users'.

Learn this next... 

How do I allow user group responsibility for Actions?