User groups

User groups are typically used to easily set user roles and permissions on multiple users.

Creating a new user group

To create a new user group go to Admin Panel ‣ User groups and and click Add group.

Group name: The name of your new group.

Copy from group: Select an existing group to copy all its settings to the new group.

Description: A text description for the new group.

Manage roles: A role is a step in the document processing process. If a user is assigned a role they are allowed to perform the corresponding operations, e.g. the Report role gives a user access to the Reports section. Typically roles are assigned to User groups, but you can fine tune them here at the User level.

Manage permissions: Permissions can be used to fine tune a user’s access rights. Typically permissions are assigned to User groups, but you can fine tune them at the User level.

Editinng a user group

To edit a user account go to Admin Panel ‣ User groups click Edit groups.