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.

5. Click Save.

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