PerfectApps™ Help Guide

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Navigation: Account Setup and Administration > Administering Users, User-Groups and Positions

Creating a User-Group

The User-Groups detail area allows the administrator to assign one or more users to a user-group.

If a group of users can handle a certain aspect of the workflow or should receive the same notification, create a user-group and assign the users to that group. Assigning roles to user-groups is an effective way to mitigate future workflow maintenance.

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To create a new User-Group:

1.Go to the Settings Dashboard.

2.Click the New button then select User-Group.

3.Enter the name and add a description for the user-group.

4.Select the Active check box to make the user-group available for assigning tasks, roles, etc. in the workflow to the user-group.

5.Click Add. Browse for and assign members to the user-group.

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If you do not see a user you want to assign to this group, the user must first be created. See Creating a New User.

6.Click Apply Changes.

7.You can now assign tasks, roles or notifications in the workflow to this user-group.

Creating Positions & User-Groups

(3 min)

Learn how to create Positions & User-Groups within your PerfectApps account.