Creating a user group
Navigate to system Settings (1) and select User groups. Create a new group (2) and give it a name.
Managing user groups
To add members click on the group (3), then add or invite users (4). Assign access rules for the group, such as portfolio or administrator permissions by clicking Workspace access (5). Changes save in real-time.
Removing users
From a Group: Access the user list within the group and remove members directly by clicking the three-dot menu and choosing Remove user.
From the System: Go to the Users section, click the three-dot menu next to a user, and select Remove user to remove them.
