Create and edit user groups

Green Check users with Admin permissions can create and edit user groups.

The group(s) a user belongs to determine the permissions that a user has. Review the full breakdown of permissions work in Green Check.

Create a new group

First, you'll create the group and add users.

  • In your Green Check account, navigate to Users > Groups.
  • In the upper right, click Create Group.
  • Enter a name for the group.
  • Select the checkbox next to the users you want to add to the group and click Save.

Next, you'll add a role or multiple roles to the group.

  • After you create the group, click View Group.
  • In the upper right, use the dropdown to set the role(s) that members will assume when added to this group.

Edit the name of a group

  • In your Green Check account, navigate to Users > Groups.
  • Click View Group on the group you want to edit.
  • In the upper left, click the pencil icon.
  • Edit the name and click Save.