User Groups

User groups are used to segregate users within an account, sub-account, or the root account for the purposes of:

  • Assigning event notifications
  • Assigning tasks
  • Metadata field access

Most importantly, a user group represents a collection of users that share a specific task. Typically a task is assigned to a user group.

The following properties can be viewed at user group level:

  • Owner: Typically the person that created the user in the system.
  • Members: A collection of users that belong to this user group. (A user can belong to more than one group)
  • Account: The account that the user group belongs to.
Property Support Explanation
Scope account, user The scoping of this object
Visibility Whether the object supports visibility
Plugins Supports plugins
Extended Config. Whether the object has an extended configuration tab
Scripting Whether the object can be configured using scripting
Enable / Disable Whether the object can be enabled and disabled
Start / Stop Whether the object can be started and stopped
Copy Whether the object can be copied
Export / Import Whether the object can be exported and imported
Delete Whether the object can be deleted
Unique Name Whether the object name must be unique within its scope
Variants Whether the object supports variants

Creating User Groups

  1. On the toolbar, click New and select Group from the drop down menu.

  2. In the Create a new Group… screen, enter the details for your new group.

  3. If you want to make the group private, check the Private checkbox.

  4. Once you are happy with your settings, click Save.

Adding members to the Group

  1. In the Group Details screen, click the Members sub-tab.

  2. In the Members sub-tab, click the Edit Members option.

  3. To add a member, select a user from the Non-Members box, and click the Arrows icon.

  4. The user will then be added to the Members box.

  5. When you have finished adding members to the group, click Save to finalise.

  6. Now, when you click on the Members sub-tab, you will see all the members you have added to the group.

Enabling a Group

To enable a group, navigate to the Group Details screen, and click the Enable option. image