Manage user groups

The creation of user groups and the assignment of users are carried out together in the editing window of individual user accounts. To have access to user groups, activate it once in the organization settings (see User settings - User groups).

Create a new user group

1. Go to portatour® Users and open a user, which you would like to add to the new user group.
2. Go to the tab User Groups.
3. Click on Add Existing portatour® User Group.
   A pop-up window opens.
4. Click on New Record and then on portatour® User Groups.
5. Enter the desired group name at Name. Save and close.
6. Click on Add.

The created group is now also available for adding further users.

Add a user to an existing user group

1. Go to portatour® Users and open the user, which you would like to add to a user group.
2. Go to the tab User Groups.
3. Click on Add Existing portatour® User Group. A pop-up window opens.
4. Search for the desired group or press the enter key to display all available user groups.
5. Select the relevant group(s) for the selected user and click Add.
6. Save the portatour® user.

Repeat this process for all users that you want to assign to one or more user groups.

Remove a user from a user group

To remove a user from a group, proceed as follows:

1. Go to portatour® Users and open the user you wish to remove from the user group.
2. Go to the tab User Groups.
3. Tick the relevant user group and click on the three dots on the right More commands for portatour® User Group.
4. Click on Remove.

Edit or delete user groups

If you would like to rename or delete user groups, follow these steps:

1. At portatour® Users, open any user.
2. Go to the tab User Groups.
3. Scroll down and click on Manage user groups.
4. Click on the desired group name. A pop-up window opens.
   1. Click on the group name to change it.
   2. To permanently delete the group from the system, click on Delete at the top. Confirm by clicking on Delete in the confirmation prompt.