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Follow the steps below to add a user to a group:

Step 1: Go to User Management on Users from the sidebar menu.

Step 2: Click the three-dots menu at the end of a user’s row.

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Step 4: Click ‘Assign user group’ role’ in the top right-hand corner.

Step 5: Choose which group role to assign them to from the drop-down menu.

Step 6: You will see a summary of the group’s role’s permissions. Click ‘Save’ to confirm.

To remove a user from a group:

Step 1: Select User Management on Users from the sidebar menu.

Step 2: Click the three-dots menu at the end of a user’s row.

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Step 4: Click the ‘three-dots’ menu at the end of a group’s role’s row.

Step 5: Click ‘Delete’.

 

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Create Group PermissionsUser Roles

How to Add Users to the Platform