How to Define User Group and Set up Users Groups/Permissions

Modified on Mon, 27 Sep, 2021 at 11:52 PM

User groups and permissions enables a company to define what permission a user has. User permissions can be set for every tab within the platform and admins can define is the user/user group has the ability to view the tab and/or edit the tab.

How to Define User Group for A User

Go to Setup > Admin > Users
Click On the User and Click Edit
Update Group for user depending upon the permission set

How to Define User Groups

Go to Setup > Admin > User Groups
Click Edit
On the left hand size, all of the tabs within the software are shown
On the Top header, all of the user groups are shown
Select a user group that you want to modify and check or uncheck if you want to turn on or off this permission.
Click Save once all changes have been made