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Category: 

Users

How to Create/Add/Edit/Delete a Group


In this tutorial, I will show you how to create/add/edit/delete a group of users.


By creating groups you will be able to easily select users throughout the application, for example when you create a classroom booking, when you share a document, when you send an email, or when you create aircraft rates. You can create as many groups as you want. Users can belong to several groups.


Let's get started.


Create a group: (0:31) 


1. Go to the user's module.


2. Click on the groups' icon on the top right-hand corner of the page.


3. On the left-hand column, you can see the list of already created groups.


4. To create a new group, click on the new group button at the bottom of the screen.


5. Type the group name and save.


Add a user to a group: (0:54) 


1. Now select the group on the left-hand side of the user group window.


2. Add a user by selecting them from the dropdown menu and clicking the "Add user" button.


Remove a user from a group: (1:08)


1. Select the group from the list on the left-hand side of the Users group window.


2. Click on the user and then click on the X.


Edit a group name: (1:20)


1. Select the group from the list on the left-hand side of the Users group window.


2. Click on edit. Here you can edit the name of the group.


Delete a group entirely: (1:33)


1. Select the group from the list on the left-hand side of the Users group window.


2. Click on delete. you will be prompted with a message that says "Are you sure you want to delete this group?" Click Yes to delete or no to cancel.

Start creating groups now and keep all your users organized and easy to filter.


For more information on the Users Module, please watch the corresponding tutorials.

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