User Groups

 

You can create different User Groups and then assign individual Users to one or more Groups.


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Groups are a useful way to assign different Forms and Resources to different user types. For example you may have a Technical Team and a Sales Team that use different forms and resources. To avoid confusion you create a Technical Group and a Sales Group, assign the Users to the relevant Group and then assign the Forms and Resources to the relevant Group so that Users can only view items relevant to their job role.

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Please note, when you create a New User, you must assign them to at least one User Group.

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There is a default group called Main Group. If you have not created any additional groups, all Users can simply be added to the Main Group.


 

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You can add New Users at any time. There are 3 User types:


Administrator - has full account authority

Portal User - has limited access to Management Portal permissions

Field User - has access to the App but not the Management Portal.

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