Creating and Managing User Groups

This article provides a step-by-step guide on how to create and manage user groups in BigChange. User groups are a convenient way to assign permissions and restrictions to multiple users at once, saving you time and ensuring consistency across your team.

Navigating to the User Groups Section

To access the User Groups section, follow these steps:

• Go to Account Settings.
• Select Settings.
• In the side menu, select Web Users.
• Select User Groups.

Here, you will see a list of existing user groups.

Creating a New User Group

To create a new user group:

• Select the Add button. This will open a pop-up window.
• In the Name field, enter the title of the user group (e.g., Finance, Engineers).

Adding Users to a User Group

In the same pop-up window:

• In the Users available section, select the name of the user you want to add to the group. If the user's name is not visible, you can search for them using the search box. Select user's name will move them to the 'Users added' section.
• The Users added section displays the list of users currently in the group.
• Select Ok to save your changes.

Conclusion