1.7. User Groups

User groups can be used to grant access to various elements of the platform such as document types, search templates, shortcuts, and more.

1.7.1. Create a User Group

Note:

Only users with the Supervisor role can create user groups.

To create a user group, follow these steps:

In the navigation panel, select the Administration desktop 1.
Select the Users and Groups shortcut group 2, and then choose the User Groups shortcut 3.
In the toolbar, select Create 4.
Fill in the required fields (marked with an asterisk *) 1, using the table below as a guide. Then, in the toolbar, select Save 2.

Field Name	Description
Code*	The code must be unique to avoid confusion and ensure correct platform operation. It should be short (usually up to 10 characters), easy to remember, and associated with the group name. Use only Latin letters and numbers to prevent compatibility or encoding issues.
Name*	Display name of the group. ℹ️ Note: You can set alternative names for different languages. To do this, select the icon and fill in the fields for other languages.
Description	Enter a short description to help system users understand the group’s purpose and functions. Example: “Financial department analysts. Access to financial reports and forecasting tools.”
Roles	Select one or more roles to assign to this user group. You can choose from system roles or create your own custom ones.

Note:

Fields marked with an asterisk (*) are required.

To view the registry of groups to which system users belong, follow these steps:

In the navigation panel, select the Administration desktop 1.
Select the Users and Groups shortcut group 2, and then choose the User Group Memberships shortcut 3.

In the user group registry, you can also add a user to an existing group.

First, complete the steps in the View the User Groups Registry section, and then follow these steps:

In the toolbar, select Create.
Fill in the required fields (marked with an asterisk *) 1, using the table below as a guide. Then, in the toolbar, select Save 2.