User groups
User groups define user roles and permissions and make it easy to apply the same settings to multiple users.
From the Admin Panel, click User Groups to view the current user groups.
Two options are available to manage user accounts:
- Create – Click Add group and enter details for the group.
- Edit – Click the edit button to update a group's details.
User account details
User accounts use the fields listed below – all fields are mandatory unless otherwise stated.
Group name |
The name of the group. |
Copy from group |
Select an existing group to copy all its settings to the group. |
Description |
A text description for the new group. |
Manage roles |
A role is a step in the document processing process. If a user is assigned a role they are allowed to perform the corresponding operations, for example, the Report role gives a user access to the Reports section. Typically, roles are assigned to user groups, but you can further define them at the user level. For detail on suggested access configurations for the users in your system, see User access models. You can assign the following roles:
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Manage permissions |
Permissions can be used to fine tune a user’s access rights. Typically, permissions are assigned to user groups, but you can further define them at the user level. You can assign the following permissions:
For detail on suggested access configurations for the users in your system, see User access models. |