Skip to content
English - Australia
Contact us
  • There are no suggestions because the search field is empty.

Role Groups

This article helps you create and edit a Role Group so you can assign several Roles to a user in one action.

Overview

Role Groups let you bundle Roles together so you can assign them to a user in a single click. For example, Sales Managers can have their own group of Roles, separate from the group used for Sales People.

This guide covers creating and editing a Role Group. See the separate guide on assigning a Role Group to a user.

Create a Role Group

  1. Go to Company Settings > Role Groups. The Role Group list screen displays.
  2. Click the + icon to create a new Role Group.

  1. The Add New Role Group screen displays.
  2. Enter a name for the Role Group and click SAVE.

Edit a Role Group

  1. The Edit Role Group screen displays the Roles section.
  2. Click Add to add a Role.
  3. Where a Role has Manager or Notification options, click the arrow icon to the right of the field to expand them.
  4. Click the rubbish bin icon to remove a Role.
  5. Click SAVE to apply your changes.