Creating, Managing and Deleting Groups

Groups Overview

Groups simplify administration by allowing multiple users to be grouped together for assigning roles and tasks.

Managing Groups

Navigate to the Manage Users screen via the menu bar to create and manage groups.

Select the Groups tab on the user management table to view all groups in the current tenant.

Creating a New Group

1. Click the Add Group button at the bottom of the table.
2. Provide the necessary group details.
3. Assign any desired Roles to the group.

Managing Existing Groups

1. From the list of groups, click the navigation icon next to the group you wish to edit.
2. Edit any group details as needed.
3. Changes are automatically saved.

Populating a Group

After creating groups, individual users can be added to them from the Users tab.

For more details, refer to the Managing a User's Group Membership article.

Deleting a Group

Groups can be deleted through the Manage Users screen. Follow these steps to update or delete Groups within the system.

1. Use the checkboxes to select one or more groups for deletion.
2. Click the vertical dot menu (action menu) and select the trash icon.
3. Confirm the deletion to remove the selected groups permanently.