Activate and deactivate user groups

User groups in portatour® are available from 10 users. They provide more clarity in user management and allow restrictions on supervisor access rights.

Enable user groups

1. In the Workspace Organization, go to Options.
2. Click on User groups. A popup window opens.
3. Click on Enable user groups.

All users are now members of the automatically created Default group. The creation of user groups and the assignment of users is carried out together at the respective user in the user list (see Assign a user to a user group).

Effects of user groups

• Each user group has its own workspace. The workspace bar at the top allows you to quickly switch between the different workspaces.
• Supervisors will only see those users in the user list who are members of a common group. Subsequently, they can only log into those user accounts.
• Users and supervisors can only use the “Transfer customers” feature for target users who are members of a common group (see Transfer customer).
• When supervisors request a portatour® Report, it only includes data from those users who are members of a common group (see Description of the content and Application check).

Disable user groups

1. In the Workspace Organization, go to Options.
2. Click on User groups. A popup window opens.
3. Click on Disable user groups and confirm by clicking Disable.

All groups and their memberships are deleted. Supervisors are able to access all users again.