Creating and Managing User Groups

  • Updated

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:

  • Navigate to the Profile icon in the top menu.
  • Select Admin Settings.
  • In the side menu, navigate to Web Users or Manage Web users from Quick links.
  • Select User Groups.

Web-Group-1.png

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

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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).

Web-Group-3.png

 

Adding Users to a User Group

In the same pop-up window:

  • In the 'Users available' section, click on 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.
  • Click 'Ok' to save your changes.

Web-Group-4.png

 

Conclusion

Creating and managing user groups in BigChange is a process that can greatly simplify the task of assigning permissions and restrictions to your team members. By following the steps outlined in this article, you can ensure that your team has the access they need to perform their roles effectively.