User groups control what users can see and do within the system. Editing a group allows you to adjust permissions and ensure each user has the correct level of access for their role.
Edit a group
To edit a group, follow these steps:
Click Setup.
Click Groups from the drop-down.
Click on the group you want to edit.
Select the required permissions from the Privilege Category list.
Click Save Changes.
Apply the edited group to a user
To apply the edited group to a user, follow these steps:
📌 Note: This isn't required if the group is already assigned to the user profile in Access Group.
Click Setup.
Click Users from the drop-down.
Find the user to give access to.
Click User Options.
Click Access Group, then choose the group from the drop-down options.
Click Save Changes.