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Create a User Access Group

Before inviting or editing users, you need to set up your User Access Groups. This is crucial and should be done first. Learn how to manage existing user access group.

  1. From the left navigation menu, select [Menu] [Menu]Settings.

  2. Under General, select User Access Groups.

  3. Select Create User Access Group.

  4. Enter a Name for the user access group.

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

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

      Note: You can assigned 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] [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.

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