Create a local user group or update settings for an existing group.

  1. From the top menu, select Administration > User Groups.
  2. Select one of these options:
    • Select Add User Group in the top right.
    • Click the user group row.
  3. Enter the name of the group.
  4. (Optional) Enter the description.
  5. In the Authorization Scope tab, select Add Business Units to search for Business Units to authorize. Select each Business Unit's checkbox and click Add Business Units in the top right.
  6. Expand each Business Unit's card and select the entities the group requires access to.
  7. Click the Users tab.
  8. Select Add Users to search for users to authorize. Select each User's checkbox and click Add Users in the top right.
  9. Select one or more roles for each user.
  10. Click Save.