User groups define the different levels of security and dictate the type of access a person has to the system. Every employee or staff member is assigned to a user group and the permissions assigned to the group apply to the employee.
By default, some user groups are already created for you. Follow these steps to add additional user groups:
- Navigate to Admin > Account Management > Expand Users > Expand Groups > Click Add New User Group.
- In the Profile page towards the right side of the screen, enter the user group Name and Code in the Group Name and Group Code fields respectively.
- Click Finish.
The user group is now created. Next, you will need to assign security settings to the new user group. Read: Security Settings.