Manage User Access Groups

On the User Access Group screen, you can edit the setup of the access groups you have already created. Here, you can view archived access groups or set a specific access group as the default for new users.

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

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

  3. Use the [Search bar] to search for a specific user access group, or the Status filter to search for All user access groups, Active user access groups or Archived user access groups.

  4. Select [Columns] if you want to to add additional columns. See the Columns reference below for more information.

chevron-rightColumns referencehashtag
Column
Description

Group Name

The name of the user access group.

Users Assigned

The number of users assigned to the access group.

Created By

The user who created the access group.

Created Date

The date the user access group was created.

Last Updated By

The user who last made adjustments to the user access group.

Last Updated Date

The date user access group was last updated.

Status

The current status of the user access group.

  1. Hover your cursor over the user access group you want to manage and select [More] to perform one of the following actions:

    • Edit: Make adjustments to the user access group and select Save to confirm the changes.

    • Archive: To archive the user access group, select Archive to confirm the action.

    • Set as Default: To make this group your default user access group when inviting new users.

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