Add and manage group

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.

  1. On the left pane, select an app profile in the App Profiles field and then select Users/Groups.
  2. Click Add at the top right and select Add Group.
  3. Type the title for a group.
  4. Click the drop-down and type the employee's name to give them access to the group.
  5. Click the drop-down, type the group's name to give access to its members, and click Add.

Add and manage group1

The group is successfully created.

Manage group

After adding a group, you can manage it if required.

  1. On the left pane, select an app profile in the App Profiles field and select Users/Groups.
  2. Select a group and click the Overflow Overflow Menu-Oct-11-2023-07-43-45-1628-AM Menu on the right side of it.
  3. Select the option as required.
    • 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.

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Pick group

You can pick a group from other app profiles.

  1. On the left pane, select an app profile in the App Profiles field and then select Users/Groups.
  2. Click Add at the top right and select Pick Group.
  3. Select the groups and click Add.

Add and manage group3

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.