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Group Management

Gruppenverwaltung

Efficiently organize users and control access rights centrally

You’ll find Group Management in the same section as User Management. From there, you can create and edit user groups alongside individual accounts.

Overview

Creating a new group​

In the “New Group” menu, you can set up a new group by entering the following details:

Group name

Group leader By default, you're set as the leader, but you can assign any other user

Description (optional)

Tags for better classification

Adding users to a group​

Once the group has been created, you can add members directly from the group view. Add User

Setting permissions​

Afterwards, define whether the group has read-only access or write permissions for specific areas or modules.

Additional options​

Each group also includes the following management features:

Delete or deactivate

Duplicate (including members and settings)

Change history: See who changed what and when

View raw data

Assign relationships to other groups (e.g. for subgrouping)

You can view and manage all group relationships in a comprehensive overview panel.

Data Field Extensions / Raw Ext Data​

This feature lets you add custom fields to a group – such as cost centers, internal codes, or other specific info. These values can be included in reports and accessed via API.

Options