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User Group Management

User Groups allow you to organize users into logical groups for more granular permissions.

For example:

• If a work order type has a user group associated with it, only users that are part of that user group can access those work orders.

• If a piece of equipment has a user group associated with it, only users that are part of that user group can add the equipment to their records.

Creating a User Group

1. Navigate to Administrator Tools > User Groups.
2. Click the Add User Group button.
3. Enter the group name and description.
4. Click Add User Group to create the group.

Adding Members to a User Group

1. Navigate to Administrator Tools > User Groups.
2. Find the user group.
3. Click Members.
4. Select the user from the list.
5. Click Add to include them in the group.

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Related Links

• Administrator Tools - Main admin documentation
• User Management
• Application Settings
• Work Order Types
• Tag Management
• Data Lists
• Employee Management
• Equipment Management
• Location Management