Using Groups
Putting users and managers in a group
| For | How |
|---|---|
| A user | The Group field in the user form (needs Groups - Assign). Without this permission, new users get their parent manager's group. |
| A manager | Managers → Actions → Assign to Group, optionally also for all sub-managers and their users. New managers created by someone without Groups - Assign get the parent's group. |
| Many users | Tools → Bulk Changes → Set Group. |
What groups do
- Managers with the permission Users - List All Group Users see and manage all users of their group, including users owned by other managers of the same group. Useful for branch staff or support teams.
- Group membership also affects the Activations report, the User Auth Log and dashboard counters for these managers.
- The Users List and the Managers List can be filtered by group, and the Group column can be shown.
Example: a branch team
- Create the group Erbil Branch.
- Assign the branch managers to it with Assign to Group, ticking Propagate Users.
- Give the branch permission group Users - List All Group Users.
- Every manager of the branch can now serve every customer of the branch.
Groups are different from permission groups (what a manager may do, in Settings → permission groups) and from sites (separate brands and domains).