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.
- Review the full breakdown of the different roles and their permissions in Green Check.
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 Manage Group button.
- Edit the name and click Save.