Add a user group

A user group is an efficient tool to manage multiple users and their permissions at once. After you add a user to a user group, they automatically inherit all permissions and access assigned to that user group.

User groups cannot be assigned user-based permissions. User-based permissions only give access to individual users.

1. Go to Company > Admin > Users, roles, and groups, then select Add (circle) next to Groups.

2. Enter a Name for the user group.

   After you save a user group, the name cannot be changed.

3. Enter a Description.

   For example, you might create user groups for Accounts Payable and Project Managers.

4. If your company uses role-based permissions, then select the Roles information tab to assign roles to the user group.

   Learn how to assign a role to a user group.

5. Select Save.

6. On the User Group Members page, select the Add user dropdown to add members.

7. Select Save.