Organization Owners can create Groups, which allows you to assign permissions to a group of users who will need the same access to features in Integration Hub, Notifications Admin, Resident Portal, HCMS, or Web Evolve.
Create a Group
Who can use this feature?
Navigate to Groups
Click + Add Group
Add a Name and Description for the group
Select Create
You can now add Group Members and Group Owners
Add Group Members
Who can use this feature?
Organization Owners | Group Owners
Navigate to Groups and select the group you wish to add members to
Search for and select a user in the Add Group Member box
Note:
Learn how to add users to your organization.
The user will automatically be added to the group
Assign group owners as needed
Set Group Owners
Group Owners can add members to their group and set other users as Group Owners, however, they cannot change their own permissions.
Who can use this feature?
Organization Owners | Group Owners
Navigate to Groups and select the group
If needed, add a group member
Toggle on Group Owner next to the user
Remove Users from a Group
When you remove a user, you do not remove them from the Organization. Instead, you are just removing their membership and access to a single Group. Learn how to Remove a User from an Organization.
Navigate to Groups and select the applicable group
Click Actions and then Remove next to the user you wish to remove from the group
Click Ok on the pop-up that says Are you sure you want to remove this user from this group?
Delete a Group
Who can use this feature?
Organization Owners | Group Owners
Navigate to Groups
Select Actions and then Delete next to the group you wish to remove
Click Ok on the pop-up that says Are you sure you want to delete the group?
