User Groups
User Groups can be invaluable for assigning notifications to be delivered to several users at once. They are also useful in certain reports for filtering.
View List of User Groups
Select
All Workspaces from the workspace drop-down list in the top left.
Click the settings (gear icon) in the top right.
On the left menu, under
USERS, click
User groups.
Create a User Group
After the above steps, click the Add New Group button at the top of the page, then enter the group name, select the desired users, and click Create.
Edit User Group Name
Once viewing the list of user groups, click
Edit on the row of the group, enter the revised name, and click
Save Changes.
Edit Members of a User Group
- Select All Workspaces from the workspace drop-down list in the top left.
- Click the settings (gear icon) in the top right.
- On the left menu, under USERS, click User groups.
- Click Edit to the row of the relevant group.
- Select or deselect users (Reviewers require selecting an appropriate workspace first).
- Click Save Changes.
Delete a User Group
Once viewing the list of user groups, click the
Delete link on the row of the group you would like to delete.
Click OK.