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Available in OroCRM Available in OroCommerce

User Groups

A user group is a set of users for convenience consolidated by one or more parameters. User groups are used in the notification rules and filters.

To create a user group:

  1. Navigate to System > User Management > Groups in the main menu.

  2. Click Create Group` on the top right.

    The following page opens:

    ../../../../../_images/user_group_create.png
  3. In the General section, provide the following information:

    • Owner — The owner of the group represents a business unit whose members can manage the group subject to the access and permission settings.
    • Name — The name used to refer to the user group on the interface.
  4. In the Users section, select the Has Group check box next to the required users to add them to the group you are creating.

    Note

    One user can belong to more than one group.

  5. Click Save and Close.

Once saved, the group is available on the list of all groups under System > User Management > Groups, where you can filter groups by name, edit and delete them.

../../../../../_images/user_groups_grid.png

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