Creating User Groups

You can allocate access privileges to the various automation components and assign action-specific permissions to various users or groups. Follow these instructions to create user groups:

1. In Admin, go to Companies and Users and select the Users tab.

2. Click the New Group button. The New Group window appears.

   

3. Enter a name for the group and click Add.

4. Select users to add to the group. You can also search for specific users by clicking on the Find button.

5. Click Save.

To set permissions to users and groups, see Managing Permissions.