Creating User Groups

1. Log in as an Admin: Ensure you are logged in as a Client Admin with the appropriate permissions.
2. Navigate to the Group Management Section: From the main dashboard, go to User Management and select Groups.
3. Initiate the Group Creation Process: Click on Create New Group.

4. Define Group Details:

• Group Name: Enter a clear and descriptive name for the group (e.g., "Finance Team", "IT Support").
• Description: Optionally, provide a description of the group’s purpose or the types of users it includes.

5. Set Initial Permissions:

• Default Permissions: Assign default permissions to the group that will apply to all users within it. This can include access to specific applications, resources, or data..

6. Review and Create Group: Review the group details and click Save or Create Group to finalize the setup.

📘

The group will now appear in the Groups list under User Management, where you can edit its settings or assign users.