Create, Rename or Delete a User Group

Contents

• Overview
• Pre-conditions
• Steps
• Supplementary Information
• Notes

Overview

User groups consist of one or more individual users grouped together that can then be used to simplify the process of adding users to a document for a variety of use cases:   

• To give template access (i.e. Read-Released role to a template);
• To grant a common document role (i.e. Editor or Reviewer role to a document);
• To send comments to a group of users in documents.

Find more on how to create, rename or delete a user group in Clausematch.

Pre-conditions

• System Level Permission: 'Manager Users', 'System Administration'.

Steps

Create a User Group:

1. Click on the grid icon on the right hand side of the dashboard.
2. Select Admin panel.
3. Select Users and groups tab.
4. Click + New group.
5. Enter the group's name*.
6. Click Create.

Rename a User Group:

1. Click on the grid icon on the right hand side of the dashboard.
2. Select Admin panel.
3. Select Users and groups tab.
4. Point to the group name in the list on the left hand side.
5. Click on the three-dot icon next to its name for the actions menu
6. Select Edit.
7. Rename the user group*.
8. Click Save.

Delete a User Group:

1. Click on the grid icon on the right hand side of the dashboard.
2. Select Admin panel.
3. Select Users and groups tab.
4. Point to the group name in the list on the left hand side.
5. Click on the three-dot icon next to its name for the actions menu.
6. Select Delete.
7. Click Delete*.

Supplementary Information

Once a user group was created, follow these instructions on how to add or remove users from a user group.

Notes