Download PDF → CreatingandManagingUserGroups.pdf

1. Navigate to https://app.getflowpath.com/work-orders

2. Click "Global Settings"

3. Click "Users"

4. Click "Add User group"

5. Name your user group and click "Save"

6. Click "Group created!"

7. Click the user you want to add to a user group.

8. Click "User group"

9. Click the user group you want the user to be included in.

10. You can also remove a user from a user group by un-selecting any user groups they are included on. The check mark indicates the user groups associated.

11. Click "Update" to save the changes.

12. You can view, sort and search User Groups associated to users in the user table.

13. You can delete user groups no longer needed.

14. You can edit user group names.

15. Click the blue check mark to change, or click the x to have the user group name remain the same.