Managing user groups

Users assigned with the Administrator or Director role can manage user groups within their organization.

To add a new user group to your organization

1. In the management portal, go to Sales and billing > Company management, and then click the User groups tab.

   The displayed list shows your active and inactive groups, and how many users are in each group. These groups can be edited or activated/deactivated, as described below.

2. Click + New.
3. Enter a User group name.
4. Select the Group manager.
5. Select the Active check box to activate the group.
6. Select the relevant users from the Users list (on the right). Then click the left arrow icon to add the users to the Group members list.
7. Click Create new group.

To update a user group

1. In the User groups tab, click on the group you want to update.
2. In the right sidebar, click the pencil icon to edit the user group. In addition to updating the group name and manager, you can also edit group members and activate/deactivate the group by selecting/clearing the Active check box.
3. When done, click .

To delete a user group

1. In the User groups tab, click on the group you want to delete.

2. In the right sidebar, click the trash can icon.

   The user group is deleted.

   You can only delete a user group if it is currently Inactive, and if all users are assigned to another Active group. In addition, the group must not be used in any Advanced Automation settings, such as the service desk default settings or quote settings.