Create and Manage User Groups | Elevate (V5)

This article explains how to create and manage user groups, including how to add members, update group information, and remove groups. User groups help organize users and simplify workflow assignments.

Important Note:

This article applies to Elevate V5 permit applications. If your system matches the V4 image below, you may be using a different version.

View Groups

View existing user groups and their assigned members. Groups are displayed in the All User Groups list.

1. Sign in to your site.

2. Select Admin Tools:

   

3. Select User Management:

   

4. Select the All User Groups tab to view all user groups. User groups are displayed in alphabetical order:

   

Create Group

Create a user group to organize users and make them available for assignment on workflow steps.

1. Sign in to your site.

2. Select Admin Tools:

   

3. Select User Management:

   

4. Navigate to the All User Groups tab:

   

5. Click the Add Group button:

   

6. Enter the Group Name:

   

7. Add Group Members in 2 different ways:

   • Search for a User

     • In the Group Members field, begin typing the name of a user:

       

       Note:

       Search by Name or User Type.

     • Select the user's name when it appears in the search results:

       

       Note:

       You can repeat this as many times as needed.

   • Select a User from the list

     • Scroll through the list of available users. Select the checkbox next to each user you want to add to the group:

       

       Important Note:

       Public users cannot be added to a group.

8. Click the Save and Create Group button:

   

9. The group is added to the list in alphabetical order.

10. Groups can be assigned to workflow steps to control which users are available for assignment. When a group is assigned to a workflow step, the group's members appear in the Assign To field for that step on the permit workflow tab.

Edit Group

Update a group's name or membership. Changes are reflected wherever the group is assigned.

1. Sign in to your site.

2. Select Admin Tools:

   

3. Select User Management:

   

4. Navigate to the All User Groups tab:

   

5. Click the Pencil Icon next to the group you want to edit:

   

6. Edit the group, as needed:

   • Update Group Name:

     

   • Add members by using the Search field, or by selecting a Checkbox:

     

   • Remove members by clicking the X next to a member’s name:

     

   • Click the Save and Update Group button:

     

     Note:

     Changes to a group are reflected everywhere the group is assigned. The updated group name appears on assigned workflow steps in Setup. Changes to group membership are reflected in the Assign To field on permit workflow steps for both new and existing permits.

Delete Group

Delete a user group that is no longer needed. Removing a group also removes it from any assigned workflow steps.

1. Sign in to your site.

2. Select Admin Tools:

   

3. Select User Management:

   

4. Navigate to the All User Groups tab:

   

5. Click the Trashcan icon:

   

6. Click the Delete User Group button to confirm:

   

   Note:

   Deleting a group removes it from the All User Groups list and unassigns it from any workflow steps in Setup. Users who were members of the deleted group are no longer available in the Assign To field on permit workflow steps. If a user from the deleted group was assigned to a workflow step, that assignment is removed.