User Groups

The User Groups section allows managers to organize users assigned to them into groups. You can create groups manually or import group details in bulk, update existing groups, and delete groups when they are no longer needed.

Creating a User Group

1. Select User Groups from the left sidebar.
2. Select Manual under the Create Group button.
3. Enter a group name in the Name field and select a manager in the Manager Name field. Both fields are mandatory.
4. Select the checkboxes next to the users you want to add to the group.
   • Type the first letter of a user's name to filter the list.
   • Use the pagination controls to navigate between pages when the user list spans multiple pages.
5. Select Create.
6. Verify the success message confirming that the group was created.
7. The new group appears in the User Groups list.

Creating User Groups in Bulk

1. Select Import under the Create Group button.
2. Enter a group name in the Name field and select a manager in the Manager field. Both fields are mandatory.
3. Download the Excel template. The file is saved to your local Downloads folder by default.
4. Open the downloaded spreadsheet and enter the required user details in the email/username column.
5. Save the completed spreadsheet.
6. Select Choose File and upload the completed spreadsheet.
7. Select Create to complete the import.
8. Verify that the new user groups appear in the User Groups list.

Important: When importing group data, existing entries may be updated if the uploaded spreadsheet contains previously entered email addresses or usernames. Review the spreadsheet before uploading to avoid unintended changes.

Editing a User Group

1. Select the relevant group from the User Groups list to open the Update Group panel.
2. Update the required details.
3. Select Update to save the changes.
4. Verify that the updated group appears in the User Groups list.

Deleting a User Group

1. Select the group you want to delete from the User Groups list to open the Update Group panel.
2. Select the bin icon next to Update Group.
3. In the confirmation dialog, select Yes to proceed.
4. Verify the success message confirming that the group was deleted.

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