Group Management - User Management

This document provides detailed instructions on managing user groups effectively. Follow the steps to create, edit, and manage groups within the system, ensuring streamlined user access and control.

Step 1

Open the main navigation menu to access management features.

Step 2

Select User Management to begin managing users and groups.

Step 3

Go to Group Management to view and handle user groups.

Step 4

Use the search bar to quickly find a specific group.

Step 5

Click Add New Group to start creating a user group.

Step 6

Enter a unique name for the new group.

Step 7

Open the Select Users dropdown to add members to your group.

Step 8

Select users from the list to include them in the group.

Step 9

Assign Owner access to give full control to selected users.

Step 10

Click Add to create your group with selected users and permissions.

Step 11

Check for a newly created group to review or edit its details, which are present in the Group Management Dashboard.

Step 12

Use Edit to update group members or change settings.

Step 13

Remove users from a group by clicking the remove icon next to their name.

Step 14

Click Confirm to save your changes to the group.

Step 15

Delete a group when it's no longer needed using the Delete button.

Step 16

Cancel the group deletion by clicking Close in the confirmation dialog.

Well Done.!!! You are now ready to Configure and manage Group Management in the platform.