This article explains how to add and edit user groups in the Corporate Portal. User groups allow you to organize users for specific access levels or approval workflows.
Add a New Group
Navigate to Groups
From the Corporate Portal, select User from the sidebar menu.
Under the User dropdown, click Groups.
Click Add New Group
At the top right of the Groups Dashboard, click the Add New Group button.
Enter Group Information
Group Name: Enter the name for the new group.
Description: Provide a brief description of the group.
Status: Choose whether the group will be Active or Inactive.
Add or Remove Users: Add users to be included in the group.
Save Group
Click Add New Group to finalize the process.
Edit an Existing Group
Select Group to Edit
Find the group you want to edit and click the pencil icon on the right side of the row.
Edit Group Information
In the side panel, you can modify:
Group Name
Description
Status (Active/Inactive)
Add or Remove Users
Save Changes
After making edits, click Save User Group to update the group’s information.