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

1. Create the group Erbil Branch.
2. Assign the branch managers to it with Assign to Group, ticking Propagate Users.
3. Give the branch permission group Users - List All Group Users.
4. 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).