ScreenSteps

How do I create a Viewing Group?

Updated Jun 21, 2021

To create a viewer group, you will need to:

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

Detailed instructions are included below.

1. Create a new group

Click Account > User Groups

Select Reader Groups

Click Create User Group

Enter a Group Name > Create

Enter a Group Name

2. Add users to the group

Edit the group

User Groups | ScreenSteps

You should automatically be in the Users section, but if you're not, simply click Users.

Users | Accounting Department | User Groups | ScreenSteps

Select the users > Click Add

Users | Accounting Department | User Groups | ScreenSteps

3. Add a site to the group

Site Permissions | Accounting Department | User Groups | ScreenSteps

Update viewing/Admin area permissions

Learn more about permissions here: Set up Permission Rules

Site Permissions | Accounting Department | User Groups | ScreenSteps

Click Next

Site Permissions | Accounting Department | User Groups | ScreenSteps

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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