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 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 click Edit groups.