User groups help you organize users according to the department, role, or team they belong to. You can then assign specific roles and permissions to the group.


Steps:

  1. Log in to the system 
  2. From the main dashboard, go to the System Setup module.
  3. Under the User Accounts section, click on Manage User Groups.
  4. To create a new user group, click on the Add New User Group button located at the top-left corner of the page.
  5. A form will pop up. Enter the required details, including:
    • Group Code – Enter a unique code for the user group.
    • Group Name – Enter the name of the group.
    • Default Menu – Select Dashboard.
    • Group Roles – Select the relevant roles and permissions that should be assigned to members of the group.
  6. Once you have entered all the required information and selected the relevant roles, scroll down and click Add to save the user group. The user group will then be created. When registering a new user, you can assign them to the relevant user group and they will have access to the roles and permissions assigned to that group.