Admin: General: Manage User Groups

In Neodeluxe, Admins can create and manage User Groups, organizing specific users with specific permissions at a group level rather than individually.

User Groups Interface

1. Go to the Admin menu and select General.
2. Select Groups.

3. On the User Groups page, view the following elements:

• + Create User Group: Click this button to add new user groups, and manage group roles.
• Search bar: Allows to search groups, and filter results displayed in the table, by user’s Name, Description, and Created By criteria.
  • User Group Table: The user groups list contains the following columns:

Column	Description
Name	The name of the user group.
Description	A brief description of the group’s permissions to help internal users understand its purpose.
Created By	The name of the user that created the user group.
Created At	The date and time when the user group was created.
Actions
Edit	Edit a configured user group.
Delete	Delete a configured user group.

Creating User Groups

1. Go to Admin > General > Groups.
2. In the User Group page, click + Create User Group.
3. Enter the Name* and Description.

To add or remove users from a group:

4. In the Users tab, click Edition Mode.

5. To add users to the group, select them from the Active Users list on the left and click the top arrow to move them to Allowed Users.

6. To remove users from the group, select them from the Allowed Users list on the right and click the bottom arrow to move them to Active Users.

7. Click the View Mode button to return to the Group User's overview.

8. To modify the group roles and permissions, go to the Roles tab, add or remove the Allowed Roles within the portal that will be granted to the users in the group.

9. Click Save to finish the user group setup.

Editing Groups

1. Go to Admin > General > Groups.
2. In the User Group page, locate the user group to modify, and click the corresponding Edit icon .
3. In the User Group Edition mode modify the Details, Users, and/or Roles as desired, and click Save.

Deleting Groups

1. Go to Admin > General > Groups.
2. In the User Group page, locate the user group to modify, and click the corresponding Delete icon .
3. Click Confirm to delete the user group.

Have Questions or Issues?

If you have any questions or you are experiencing issues with accessing or using Groups, please contact our Product Support Team:

• Email: help@neostella.com
• Submit a Request: Click here to submit a ticket

Our Product Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.