Application administrator can organize users into groups to control access to workflows, forms, and reports within the application. The process of creating and managing user groups is simple and straightforward.
Firstly, login to Yeeflow with the application admin account, then go to the application settings page. From the left navigation panel click to expand the "Application setup", and click "User groups":
1. Add new user groups
Click the "+ New group" button from top-right to open the new group creation window:
Click OK button to add a new user group.
Once the new group is created. You can click on the row of this group to open the detail page of this user group.
To add members to this group, simply click the "Add members" button and select users from the pop up window.
Click the remove button to remove members from a user group.
To remove multiple users at once, click the checkbox next to each user you wish to remove, which is situated at the beginning of each row. Once you've made your selections, click the "Delete" button from the top right.
Want to import or export users?
Read this article to learn how to import multiple users to a user group, or export selected users of a user group.
2. Edit user groups
To edit the settings of an existing user group, find the group from the list, and click the more settings button. Then, from the pop-up menu list, click "Edit", and make changes from the pop-up window.
3. Delete user groups
To delete an existing user group, find the group from the list, and click the more settings button. Then, from the pop-up menu list, click "Delete".
