How to Create and Manage Groups

1. Accessing Group Management

To create or manage groups, navigate to the Groups Section within the Admin Panel of your platform. Here you will see the existing groups for your organization and have options to create new ones.

2. Existing Groups and Their Default Permissions

Each organization comes with a set of predefined default groups:

• Admin: Full access and control over all organization settings.

• User: Standard access with limited permissions based on the selected products and services.

• Guest: Restricted access, typically for users who only need to view specific information.

Additionally, depending on your selected products and packages, you may also see other predefined groups created automatically by the system. These groups will have default permissions associated with the products you’ve chosen.

• Note: You can edit the default groups but cannot delete them.

3. Editing Existing Groups

If you want to adjust the permissions of an existing group, simply click on the group name. You can then edit the group’s permissions, adding or removing access to specific product features based on your needs.

4. Creating a New Group

To create a new group:

• Click the “Create New Group” button.

• Provide a name for the group (e.g., Marketing Team, HR Department, etc.).

• Select the permissions for the group. These permissions can be from different products that your organization is using.

  • Product-Specific Permissions: Depending on the products available in your organization, you’ll be able to choose permissions for each product.

  • Custom Permissions: Organize permissions according to the needs of your organization. You can select permissions based on product-specific roles or the type of workers in your organization (e.g., sales team, admin staff, etc.).

5. Organizing Groups

How you organize your groups is entirely up to you:

• By Products: You can create groups based on the products your organization uses (e.g., HRM Users, CRM Users, etc.), and assign permissions specific to each product.

• By Department or Role: Alternatively, you can create groups based on types of workers (e.g., Managers, Sales Team, Support Team), and assign permissions across different products for the same group.

6. Assigning Users to Multiple Groups

A user can be assigned to multiple groups. When a user is added to multiple groups, their final permissions will be the union of the permissions across all of their assigned groups. For example, if a user is assigned to both the Admin group (with full access) and the Sales Team group (with limited permissions), the user will inherit all the permissions of both groups.

7. Viewing and Managing Users in a Group

You can view and manage users in any selected group:

• View Users: Click on a group to see a list of all users currently assigned to that group.

• Add Existing Users: To add users to the group, click the “Add User” button. You can then select from existing users in your organization to add them to the group.

• Remove Users: To remove a user from the group, click the “Remove” button next to their name. The user will still have access to the platform but will no longer be part of that particular group and its associated permissions.

8. Managing Group Permissions

Once you’ve created and assigned users to groups, you can:

• Edit group permissions as needed to adjust the level of access for different users.

• Review which users are in which groups and update their group memberships accordingly.