ScreenSteps

How do I create a User Group?

Updated on

To create a user group, you will need to:

  1. Create a new group
  2. Add a site to the group

Detailed instructions are included below.

1. Create a new group

1.1. Click Account > User Groups

Account > User Groups

1.2. Click Create User Group

Create User Group

1.3. Enter a Group Name > Create

Enter a Group Name

2. Add a site to the group

2.1. Edit the group

User Groups | ScreenSteps
Site Permissions | Accounting Department | User Groups | ScreenSteps

2.3. Update viewing/Admin area permissions

Learn more about permissions here: Set up Permission Rules

Site Permissions | Accounting Department | User Groups | ScreenSteps

2.4. Click Next

Site Permissions | Accounting Department | User Groups | ScreenSteps

2.5. Click Add

Site Permissions | Accounting Department | User Groups | ScreenSteps

Your Group is Ready to Go!

This is what your group should look like.

Site Permissions | Accounting Department | User Groups | ScreenSteps

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