Skip to main content
Skip table of contents

User Group Management

Overview

User group management allows organizations to better manage users by organizing them into groups based on roles and responsibilities.

This helps streamline access control, ensuring users have the appropriate permissions to perform their tasks efficiently.

Steps Involved In Creating User Groups

  1. Navigate to Broker > “Search for the Organization” > Manage Users > Groups

    Screenshot 2025-03-10 at 11.37.29.png
  2. Click on New Group

    Screenshot 2025-03-10 at 11.38.31.png
  3. Click on Actions > Members to add users to the groups.

    Screenshot 2025-03-10 at 11.39.34.png
  4. Utilize the search bar to locate users and allocate them to the group and click on Update.

    Screenshot 2025-03-10 at 11.41.14.png

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.