Creating user groups and assigning users is done together in the editing window of individual user accounts.
Create a new user group
- Open the user list (see Show user list).
- Click on the user to be part of the new group. The user detail page opens.
- Click on one of the pencil icons to open the editing window.
- Click on New Group.
A pop-up window opens. - Enter the group name and click OK.
- Under Member of, select the new user group and click Save.
The created group appears as a tab at the top of the user list. It is now available to add further users.
Add a user to a user group
- Open the user list (see Show user list).
- Click on the down arrow on the far right in the line of the relevant user.
- Select Edit. All existing user groups are shown in the selection list Member of.
- Select the groups you want the user to be a member of. Multi selection is possible - on Windows, hold the Ctrl key while clicking.
- Click Save.
Repeat points 2 through 5 for every user you want to assign to a user group.
Notes:
- The names of user groups may not exceed 40 characters.
- One user may be a member of no more than 97 groups.
- User groups without members will be automatically deleted. Thus, remove all memberships in order to explicitly delete a user group. To find the members, filter the user list for the group to be deleted.
- A user group’s name cannot be changed retrospectively as it is used as a key. Instead, create a new group and assign the users to it.
- You can mass edit user groups by exporting and importing the user list as an Excel or CSV file. This also enables the automated synchronization of user groups via API.
- Administrators have always access to all users, regardless of user groups.