Account admins can add groups to each app profile and can also pick groups from other app profiles across the organization. Adding a group is a prerequisite for adding employees to it. It is necessary to organize employees, allowing for easier management of permissions and access within the app.
After adding a group, you can manage it if required.
Note: App profile admins can add and manage groups in the app profiles to which they have admin access.
Add group
Navigate to Settings on the left pane.
- On the left pane, select an app profile in the App Profiles field and then select Users/Groups.
- Click Add at the top right and select Add Group.
- Type the title for a group.
- Click the drop-down and type the employee's name to give them access to the group.
- Click the drop-down, type the group's name to give access to its members, and click Add.
The group is successfully created.
Manage group
After adding a group, you can manage it if required.
- On the left pane, select an app profile in the App Profiles field and select Users/Groups.
- Select a group and click the Overflow
Menu on the right side of it.
- Select the option as required.
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- View: View the group information, including the creation date, creator, and details of registered and unregistered members.
- Edit: Edit the title, employee, and group permissions.
- Delete: Delete the group from the app profile.
Pick group
You can pick a group from other app profiles.
- On the left pane, select an app profile in the App Profiles field and then select Users/Groups.
- Click Add at the top right and select Pick Group.
- Select the groups and click Add.
Note: All employees from the picked group, including registered and unregistered employees are added to this app profile.
After adding a group, you can create the registration code to add employees to it. Learn more in Create and manage registration code.