User groups allow you to categorize your user accounts in the system via a tagging system. Please review section 4 of the Getting Started Guide for details on building an effective user group structure.

To add a new user group, follow the steps below.

Step 1.

Navigate to the User Groups tile from the Main Menu.

Step 2.

Click the Create New User Group button.

Step 3.

  • Provide a name.
  • Select the Parent User Group.
  • Provide a description for the group (optional).
  • Select the level of Membership Control. These fields are discussed in detail here.

Step 4.

Click the Save button.