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User Groups
Geoff avatar
Written by Geoff
Updated over 10 months ago

Groups, essentially, hold a set of permissions you can assign to a User. It also provides a way to filter Users when looking at different lists and reports. A User can be assigned to more than one Group, and you can create your custom Groups.

In this article, we will be discussing the following topics:

Watch user group overview

How to Access the Groups & Permissions Section

The starting point for the topics in this article will be the Groups & Permissions section, which you can access by clicking the User icon on the left sidebar, and clicking on the Groups & Permissions submenu item.

Adding a New Group

  • Go to the Groups & Permissions section.

  • Click on the '+ New Group' button.

  • Specify a name for the new Group.

  • If needed, select the dashboard-related permissions that you want to allow.

  • Click the 'Save Changes' button at the bottom.

Changing Group Permissions

  • Go to the Groups & Permissions section.

  • Click the pencil icon next to the Group whose permissions you want to modify.

  • Tick/Untick permissions.

  • Click the 'Save Changes' button at the bottom.

For more information get in touch with your support team.

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