User Groups

User groups can be used to manage user access to menus and permissions in an easy way. By adding a user to a group they will automatically have access to the information they require. Usually, user groups are created based on roles. Certain roles will have access to a set of menus, documents, fields, and workflow actions. Instead of having to configure that for every new user, simply adding them to a group will do the trick.

1. Add a Label for the group (e.g. the role this group represents).
2. The Name will be automatically set.
3. Add group members.
4. Click Save.

Having the groups available, check the permissions section for more details how to implement permissions.