Create and Manage Groups

To create a new group and assign permissions:

1. Navigate to Settings > User Management on the left navigation and select Groups tab.

2. Click New Group on the upper-right corner

3. Create a New Group opens up. Enter the following details:

   • Name: Enter a name to identify the group.

   • Add Users: Select or enter a single user or multiple users' names to add to the group.

   • To remove a user, hover the cursor over the name and click on the delete symbol (x).

   • Assign Permissions: Select one or more entity permission sets. To remove a selection, hover the cursor over the entry and click X. Then select the level of permission for each set:

   • List: This allows you to view the entities created by you and those that are shared with you.

   • Create: This allows you to view the entities created by you, those that are shared with you, and create new entities.

   • Admin: This allows you to view or edit all the entities created by any user and also create new entities.

4. Click Save.