12 - Group Management

Mike Langford
Mike Langford
  • Updated

Group Management aims to limit the accessibility of each user to only interact with certain organizations.

Create New Group

To create a new group, follow these steps:

  1. Go to the Group Management page.
  2. Click the + New Group button.
  3. Input group name and description, then click the Yes, Continue button.

 

Once a new group is successfully created, you should continue to set the access scope and group manager.

Set Group Manager

Only users with the Admin and Support roles can be assigned as group managers.

To set the group manager, follow these steps:

  1. Go to the Group Management page.
  2. Select a group.
  3. Click the Group Manager tab, then click + Add User button.

The system shows a confirmation popup. Choose user, then click the Add button.

Set Access Scope

Access scope defines specific permission for some organizations in the group. If this section is empty, it means a group manager can access all organizations in the group. 

 

To set the access scope, follow these steps:

  1. Go to the Group Management page.
  2. Select a group.
  3. Click the + Add Organization button.
  4. The system shows a confirmation popup. Choose organization, then click the Add button.

 

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