Managing User Groups

Managing User Groups

This feature enables you to assign users to groups, making it easier to manage a large user base—typically organized by geography, department, or role.

Creating User Groups

  1. Go to User Management > User Groups.
  2. Click the ✚ Create Group button.
  3. In the Add group screen, enter the group name.
  4. (Optional) Select the users you want to assign to this group. You can also add them later. 
  5. Click on Assign.

Assigning Users

  1. Select a group from the list.
  2. The Group information tray appears on the right.
  3. Click Add Member.
  4. Select the checkboxes for the users you want to assign to the group.
  5. Click Assign.

Assigning Users from the Users Page

  1. Create a user group as explained in the previous section.
  2. Go to User Management > Users. 
  3. Select the checkbox next to the users you want to add to the group.
  4. Click the Group button at the top of the page.
  5. Select the group to assign the user(s) to 
  6. Click Assign.
Notes
A user can only be assigned to an existing group. If a user is already assigned to another group, they will be reassigned to the selected group

Managing User Groups

To manage or update the group information, click the group name to open Group information tray. The following options are available:
  1. Edit/Delete Group: Use the ⋮ (three-dot menu) in the top-right corner and select either Edit or Delete. 
  2. Add Members: Click the Add Member button.
  3. Remove Members: Click the Delete icon next to any member in the list.

Search Option

Click the Search icon    in the top right corner of the page to filter results by test Name.

Deleting User Groups

To delete a User Group:
  1. Go to User Management > User Groups.
  2. Select the group(s) you wish to delete.
  3. Click the Delete icon and confirm, or
  4. Remove the group via the group Information tray.


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