Create a New Group

Create a new user group, select its default role, and add users to the group.

Note: You must be a company administrator to create a new group.
  1. From your company dashboard, click Groups.
  2. Click Create New Group.
  3. Fill in the fields:

    Name: (Required) Specify a descriptive name for the group.

    Description: Specify an optional description for the group. The description displays on the Groups page and can help you locate a specific group and determine its purpose.

    Tool Check Boxes: (Optional) Select the desired check box next to any tools to restrict access to those tools. If the check box is selected, users in this group cannot create or modify the selected tools and related tool settings in rules. By default, all users in the group have access to all tools.

    A green checkmark ( ) next to a tool indicates that the corresponding tool is currently installed for this property.

    If a user is a member of two groups and one group restricts tool access and the other group allows access, access rights are restricted for any selected tools.

    Note that all users in the Admins group have full access to create and modify all tools and related tool settings in rules. If you are creating or editing an Admins group, the tool check boxes do not display in the UI.

    Default Role: (Optional) Select a default role. All newly created properties going forward inherit this role.

    User Role Create Rules Edit Rules Test Rules Approve Rules Publish Rules Create/Edit Users Create Property
    User Yes Yes Yes
    Approver Yes Yes Yes Yes
    Publisher Yes Yes Yes Yes
    Approver and Publisher Yes Yes Yes Yes Yes
    Admin Yes Yes Yes Yes Yes Yes Yes

    Note that if you add users to the Approver group and to the Publisher group, those users have the same roles as those in the Approver and Publisher group.

    In most situations, the roles in the previous table are sufficient. You can, however, create custom default roles.

  4. (Optional) To create a custom default role, click Define Role Per Property, then choose a different default role for each property, as needed.

    In the following illustration, the default role for Property1 is "User" and the default role for Property2 is "Approver."

    A use-case for having different roles for each property is in an agency in which you might want some users to have access to certain properties, but not have access to other properties. Another benefit of having groups with different access to varying properties is if you have users who come and go from the agency. You can simply delete an existing user from the group and add a new user without spending considerable time setting up access rights to different properties.

    If you specify different default roles for each property, ensure that you name the group with a descriptive name and provide an optional description.

    Note: Be aware that if you collapse the Default Role section by clicking Define Role per Property again, all roles are set to the default role, regardless of how they were set before collapsing the section.
  5. From the Add User drop-down list, select a user's email address, then click Add User to Group.

    The drop-down list is populated with the available users in your system. As you add users, their email addresses are removed from the drop-down list.

    Each user will receive an email message with a link to accept group membership. Users will not display in the list until they accept invitations.

  6. Add additional users as needed.
  7. Click Save Group.