Create a User Access Group

Before inviting users to your brand account, you need to set up user roles and Access Groups. This allows you to add new users to pre-defined groups with permissions tailored to their specific roles.

Important: Before creating an access group, make sure you have the User Role you want to assign to that group. For more details on the full process, see Understanding User Management as a Brand.

1. From the top navigation bar, select [User profile] → Settings.

2. On the left, under General, select User Access Groups.

3. Select Create User Access Group.

4. Enter a Name for the user access group.

5. [Toggle on] the product type to enable user access to it (e.g., Performance, Altitude).

   1. From the [Drop-down menu], select the Programs for which you want to allow access to the product type to (e.g., Performance, Altitude).

   2. From the [Drop-down menu], assign the appropriate Role to the access group.

      Note: You can assign predefined impact.com user roles or create custom user roles.

      • Optionally, select View Permissions, to see the permissions associated with the selected role for the user.

6. Select Save.

   • Optionally, select the [Unchecked box] to Set as default user access group. If you enable this setting, the User Access Group will be the default when inviting new users.