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.

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 User/Groups.
2. Click Add at the top right and select Add Group.

  3.   Type a title for the 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.

The group is successfully created.

Manage group

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

1. On the left pane, select an app profile from the App Profiles field.
2. Select User/Groups.
3. Select a group and click the Overflow Menu on the right.
4. Select the option as required.

• • View: Displays group details such as creation date, creator, details of registered and unregistered members, and associated app profiles.
  • Edit: Edit the group name, and manage permissions for employees and other groups.
  • Delete: Remove the group from the app profile.
  • Add User: Enter a unique employee identifier to add an individual.
  • Upload CSV: Upload a CSV file to add employees in bulk to the group.

Pick group

You can pick a group from other app profiles.

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

After adding a group, you can create the registration code to add employees to it. Learn more in Create and manage registration code.