Configure User Groups

User Groups are custom groups of users who should own or have items shared with them. Users can belong to more than one group.

In this article:

• Navigate to User Groups
• Add a User Group
• Edit a User Group
• Delete a User Group

Navigate to User Groups

1. In the lower left corner, click your profile and select Settings.
2. Go to Employees & Departments and select Employees.
3. Click on the User Group tab.

Add a User Group

1. On the User Group tab, click +Add User Group.
2. In the Title field, add the name of the group.
3. Click Save. The new user group displays in the list of groups.
4. Click Manage Employees. The Add Employees to Group modal opens.
5. Select all employees who belong to the group.
6. Click Save. 

Edit a User Group

To update the name of a group:

1. Click Edit User Group. The Edit User Group modal opens.
2. Make the changes and click Save.

To update the employees in a group:

1. Click Manage Employees. The Add Employees to Group modal opens.
2. Select or deselect employees as needed.
3. Click Save.

Delete a User Group

If a group is no longer needed, it can be deleted. 

To delete a user group:

1. Click Edit User Group. The Edit User Group modal opens.
2. Click Delete. A confirmation modal displays.
3. Click Confirm.