How To Create User Groups

This article will assist you with creating and managing User Groups within XAP.

Overview

Manage groups will allow you to create different groups for users. Groups are useful for large organisations; this functionality allows you to manage groups at an enterprise access. For example, an area manager in a 20 centre organisation that manages only 5 centres will only be able to access the 5 services within the group.

The process will be:

Create the Group eg. Region and assign the Centres within that region.
Create the Role and Permissions for each Group.
Create the Users connected to that Region and select the Service/s they will have access to.

Creating a new Group

Select the Settings screen from the left-hand menu.

Select the Manage Group icon.

Select the green +button to add a new group.

Step 4: Complete all the required fields, for example:

Group/Region name
Description for that Group
Select the Centres connected to that Group/Region from the drop-down menu.

Once you have entered in all the relevant details, select Save.

To assist you with linking a Role to a Group see:

How To Edit An Existing Group

Step 1: Click on the three-dots that are on the right-hand side of the group to select additional options. Click on edit.

Step 2: Make the necessary changes and then select save.

How To Delete An Existing Group

Step 1: Click on the three-dots that are on the right-hand side of the group to select additional options.

Step 2: Select delete.

Step 3: Click on confirm delete.

For more information, please browse through our support documents or alternatively contact our support team.

Updated on: 15/12/2021

Was this article helpful?

Thank you!