User Groups

The User Groups view lets you define groups that can be selected as candidates for user tasks. A user can belong to multiple groups.

user groups list

User Group List

The following actions are available:

  • Create – Create a user group and configure its membership in the User Group Editor.

  • Edit – Change the selected group’s properties or membership.

  • Remove – Delete the selected user group.

User Group Editor

Use the editor to specify the group’s name, unique code, membership type, and optional description. For a Users or Roles group, add the users or roles that determine its membership.

user group editor

A group can be one of the following types:

  • Users – Includes the selected users.

  • Roles – Users become members of the group when they have one of the selected roles.

  • All users – Includes every user.