Create new User Group in Admin

Last updated: June 22, 2023

About User Groups

User groups are used to administer access to objects (e.g. dashboards, inboxes, workspaces, and report sets) in Infodesk. User groups can also be the basis for distribution lists.

Before you create a new user group, please check that all people you want to add to your user group are registered users. You can go to the Users page in the Admin to check registered users and add new users.

Recipients and distribution lists for Newsletters are handled on the Distribution page in the Newsletters module, where you also can add recipients who do not have an account in Infodesk.

How to add a new user group

This action requires that you have Superuser Admin access to Infodesk.

1. Click Admin in the main navigation menu.
2. Click User Groups in the Admin menu.
3. Click the New user group button.
   
   
   
   
4. Name: Enter the name of the new user group (e.g. Inbox Owners, Analysts, Innovation Team).
5. Description: Enter an optional description of the new user group.
6. Click the Add Members button and search for users to add. Tick the member checkbox, and click on Add to add members.
7. Click the Save button to save members of the new user group. 

User Access:
The Admin module and user administration are only available for Superusers with Admin permissions.