Groups

Overview

The Groups section allows you to manage groups, enabling you to organize users into teams or roles for managing permissions and access.

Key Features

• By creating groups, you can organize users by roles or departments with specific access levels.
• A group allows you to assign granular permissions for tickets, reports, assets, and service requests.
• You can create custom groups to meet specific organizational needs.
• Groups help restrict access and approvals based on group membership.

How to Add a Group?

You can add a group to organize users into teams with similar responsibilities.

Navigate to Settings > User Management > Groups.

The Groups page is displayed.

Click the New Group icon. The New Group page is displayed.

Enter the group name in the Name field and select the group users from the Users dropdown list. Then, click Save.

The group is successfully added.

Note: The Edit and Delete icons appear when you hover over a group. Click the corresponding icon in the desired group row to update or delete, and confirm your action.

How to Search a Group?

You can search for a group to narrow down the list

On the Groups page, enter the group name you wish to search in the Search field.

Click Go!

The groups matching the filter criteria are displayed.

Note: To remove the applied filter, click the Remove icon in the Search field.

How to Bulk Delete Groups?

You can delete bulk groups to remove outdated or redundant groups that are no longer needed.

On the Groups page, check the box(es) against the group you wish to delete.

The Delete icon is enabled. Click the Delete icon. The Wait dialog is displayed.

Click Yes. The selected groups are deleted successfully.