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👥 Groups Guide

This guide walks you through the Groups feature under the Settings module. Groups help in assigning specific role templates to sets of users for consistent permission control.

🚀 Overview​

Groups allow you to:

  • Assign specific role templates to multiple users at once.
  • Create and manage user groups based on departments, designations, or access needs.
  • Efficiently modify, view, or delete group-based permissions.

🔧 How to Create a Group​

Follow these steps to create a new group:

🟦 Step 1: Group Details​

  1. Navigate to Settings > Groups tab.

  2. Click the CREATE GROUP button.

    Step 1: Group Details

  3. Enter the required details:

    • Group Name (e.g., Backend)
    • Description (e.g., This is for Backend developer of IT department)

  4. Select one or more Role Templates from the list to assign permissions.

    • Each role template shows the number of modules it includes (e.g., Modules: 26/26).
    • Click the card to select it.

  5. Click Next to proceed.

🟦 Step 2: Assign Users​

  1. Search and select users to be added to this group.

  2. The selected users will appear under the Selected Users section.

    Assign Users

  3. Once users are added, click Finish to complete group creation.

📋 Group List View​

After groups are created, they are listed on the main screen with key details:

  • Group Name

  • Description

  • Created/Updated Date

  • Created By

    Group List View

Use the filter and search bar to find specific groups easily.

✏️ Edit or Delete Groups​

  1. From the Group List, click the three-dot icon under the Action column.

  2. Choose Edit to modify group details or users.

    Edit Group Step 1

    Edit Group Step 2

  3. Choose Delete to remove the group permanently.

    • A confirmation dialog will appear.

    Delete Confirmation

🧠 Frequently Asked Questions (FAQ)​

1. Can a user belong to multiple groups?
Yes. - Users can be part of multiple groups - They inherit role template permissions from each group
2. Can I edit the assigned role template later?
Yes. - Use the Edit option - You can change templates or add/remove users
3. What happens when a group is deleted?
- Users will lose the permissions associated with the deleted group’s role template - Ensure reassignment if access is still needed
4. What’s the difference between Role Templates and Groups?
- Role Templates define permissions and module access - Groups are used to assign templates to users in bulk

✅ Best Practices​

  • Name groups clearly based on department or role (e.g., HR Assistant Ops, Frontend Dev).
  • Regularly audit group-user mappings for accuracy.
  • Avoid assigning conflicting role templates to a single user across groups.