Create and edit USER GROUPS

Creating user groups makes management easier. When we create a group, we can enable a profile tailored to them, which simplifies the change of a user from one department or role to another, for example.

Simply move them to a different group and they will assume the permissions of that profile. Each group can have more than one enabled profile, making the group broader and able to have users from a department with different roles. The organization will define the best structure to use.

The screen below shows the list of users in a particular group, and in the background (on the left) it indicates where to create a new user group, and in the background (on the right) it indicates the icons for editing and listing the members, respectively.

To create a user group, go to the vertical menu on the left side of the screen, System > Groups > New.

A pop-up will appear where you will fill in the group name and description on the General tab, which are required fields. On the Profile List tab, you will choose the profiles that are part of this group, it can be one or more profiles, after choosing click on Save.

To edit a group, follow the same path as above to access the group screen. When you identify the group you want to edit and click on the Edit icon in actions, a pop-up will open with the data already entered, simply make changes and Save. In the action icons, we can access the users who are part of the group.

See the image below.