What Are User Groups?
User Groups are a way to manage multiple users as a single unit in Essential ERM. Instead of assigning permissions or access individually, you can assign entire groups—saving time and improving consistency.
They’re especially useful for:
Streamlining user administration
Managing access across portfolios and votes
Supporting departmental or functional team structures
Where You Can Use User Groups
1. Assigning Access to Portfolios or Roll-Up Groups
When you assign access to a portfolio or a roll-up group, you can assign an entire user group instead of adding each user one by one.
Example: The "Engineering" portfolio shows both direct users and users added through a group called “Reporting Group.”
You can click on a group to view its members.
This simplifies access control, especially in large teams or organizations.
2. Adding Voters to Risk Votes
When creating a vote, you can add individual voters or select a User Group to include all group members at once.
Example: Add the "Executive Team Voters" group to a vote with one click.
You can still add or remove individuals afterward if needed.
How to Create and Manage User Groups
Go to Admin → Users and Permissions
Click on the User Groups tab
Create a new group and assign users to it
Use this group when assigning permissions or creating votes
Groups are flexible and can be modified at any time.
Benefits of Using User Groups
Save time during onboarding and setup
Ensure consistency in permission settings
Simplify changes when team membership changes
Promote collaboration by grouping teams with shared access needs