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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).