You can create user groups to grant additional access to a set of users. Multiple roles across multiple organizations can be assigned to a user group. When a user is added to a user group that has additional roles that the user may not currently have, the user will inherit the roles associated with that user group in addition to their existing roles and permissions. The effective permissions of a user within an organization will then be the sum of all permissions granted through both manually assigned and inherited roles. When the user logs in, they will then be able to see their additional access granted by those new roles.
You can create user groups and assign users to the user group using the following procedure. If you'd prefer to create the user group list first and assign users to the user groups at a later time, you can complete steps 1 - 4 and click the Create button in the Enter User Group Details section.
Note
For use cases, Admins should create groups with users from the same organization. When assigning an incident to a user group, ensure the group contains users from the organization assigned to the incident.
Click the gear icon 
in the upper right-hand corner to access Global Settings.
On the menu, select . The User Groups screen appears. For more information, see User Groups Screen Reference.
-
Click the Add User Group button. The Enter User Group Details section on the Add User Group screen appears.
Complete the fields, as necessary.
-
Click the Next button. The Add Users section appears.
Select the check box for each user that you want to add to the user group. These users will appear in the Selected Users column.
-
Click the Next button. The Assign Roles section appears.
-
Click the Add Roles button. The Add Role modal appears.
Complete the fields, as necessary.
-
Click the Add button to add the role to the user group.
Note
Alternately, you can click the Save and Add New button to add another role to the user group.
-
Click the Create button. The user group is created.
Note
Alternately, you can click the Create & Add Another button to add another user group.
User Groups Screen Reference
To add users to a user group
Click the gear icon 
in the upper right-hand corner to access Global Settings.
On the menu, select . The User Groups screen appears.
-
Click the link in the Group Name column for the user group to which you want to add users. The Users tab on the User Group Details screen appears.
-
Click the Add Users button. The Add Users modal appears.
Select the check box for each user that you want to add to the user group. These users will appear in the Selected Users column.
Click the Add button to add the users to the user group.
To remove a user from a user group
You can remove a user from a user group on the User Group Details screen using the following procedure. Alternatively, you can remove a user from a user group on the User Groups tab on the Users screen.
Click the gear icon 
in the upper right-hand corner to access Global Settings.
On the menu, select . The User Groups screen appears.
Click the link in the Group Name column for the user group from which you want to remove users. The Users tab on the User Group Details screen appears.
Hover over the user that you want to remove from the user group, and click the Context Menu icon 
that appears.
-
On the menu, select . The Remove User from User Group modal appears.
Click the Remove button to remove the user from the user group.
To remove multiple users from a user group
You can remove multiple users from a user group in bulk on the User Group Details screen using the following procedure.
Click the gear icon 
in the upper right-hand corner to access Global Settings.
On the menu, select . The User Groups screen appears.
Click the link in the Group Name column for the user group from which you want to remove users. The Users tab on the User Group Details screen appears.
Select the check boxes corresponding to the users you want to remove from the user group.
-
Click the Remove button. The Remove User from User Group modal appears.
Click the Confirm button to remove the users from the user group.
To add roles to a user group
Click the gear icon 
in the upper right-hand corner to access Global Settings.
On the menu, select . The User Groups screen appears.
Click the link in the Group Name column for the user group to which you want to add roles. The Users tab on the User Group Details screen appears.
-
Navigate to the Roles tab.
-
Click the Add Roles button. The Add Role modal appears.
Complete the fields, as necessary.
-
Click the Add button to add the role to the user group.
Note
Alternately, you can click the Save and Add New button to add another role to the user group.
To edit a role in a user group
Click the gear icon 
in the upper right-hand corner to access Global Settings.
On the menu, select . The User Groups screen appears.
Click the link in the Group Name column for the user group for which you want to edit roles. The Users tab on the User Group Details screen appears.
Navigate to the Roles tab.
Hover over the role that you want to edit, and click the Context Menu icon 
that appears.
-
On the menu, select . The Edit Role modal appears.
Complete the fields, as necessary.
Click the Save button to save the role change.
To remove a role from a user group
You can remove a role from a user group on the User Group Details screen using the following procedure.
Click the gear icon 
in the upper right-hand corner to access Global Settings.
On the menu, select . The User Groups screen appears.
Click the link in the Group Name column for the user group from which you want to remove roles. The Users tab on the User Group Details screen appears.
Navigate to the Roles tab.
Hover over the role that you want to remove, and click the Context Menu icon 
that appears.
-
On the menu, select . The Remove Role modal appears.
Click the Confirm button to remove the role from the user group.
To remove multiple roles from a user group
You can remove multiple roles from a user group in bulk on the User Group Details screen using the following procedure.
Click the gear icon 
in the upper right-hand corner to access Global Settings.
On the menu, select . The User Groups screen appears.
Click the link in the Group Name column for the user group from which you want to remove roles. The Users tab on the User Group Details screen appears.
Navigate to the Roles tab.
Select the check boxes corresponding to the roles you want to remove from the user group.
-
Click the Remove button. The Bulk Remove Roles modal appears.
Click the Confirm button to remove the roles from the user group.
To edit user group details
You can modify the user group details as needed either directly from the User Groups screen or on the Details tab on the User Group Details screen.
User Groups screen
Click the gear icon 
in the upper right-hand corner to access Global Settings.
On the menu, select . The User Groups screen appears.
Hover over the user group that you want to edit, and click the Context Menu icon 
that appears.
-
On the menu, select . The Edit User Group modal appears.
Make changes to the user group, as necessary.
Click the Edit button to save your changes.
User Group Details screen > Details tab
Click the gear icon 
in the upper right-hand corner to access Global Settings.
On the menu, select . The User Groups screen appears.
Click the link in the Group Name column for the user group that you want to edit. The Users tab on the User Group Details screen appears.
Navigate to the Details tab.
-
Click the Edit button. The Name and Description fields become available.
Make changes to the user group, as necessary.
Click the Save button.
Click the gear icon 
in the upper right-hand corner to access Global Settings.
On the menu, select . The User Groups screen appears.
Hover over the user group that you want to delete, and click the Context Menu icon 
that appears.
-
On the menu, select . The Delete User Group modal appears.
Note
Alternatively, you can click the Delete User Group button on the User Group Details screen.
Click the Delete button.
To export the User Group List
You can export a list of all user groups in the application. The User Group List is exported as a .csv file and includes all the user group details found on the User Groups screen.
Click the gear icon 
in the upper right-hand corner to access Global Settings.
-
On the menu, select . The User Groups screen appears.
-
Click the Export button. The User Groups Export modal appears.
Select the User Groups List option.
Click the Export button. A notification will appear on the Notifications icon in the Global Header when the report is ready to download.
Click the Notifications icon and select the User Groups export. The file will download to your local system.
To export the User Group Memberships
You can export a list of all user group members in the application. The User Group Memberships list is exported as a .csv file and includes a list of all members that are part of each user group in the application. The list also includes the roles inherited by the users through the respective user groups.
Click the gear icon 
in the upper right-hand corner to access Global Settings.
-
On the menu, select . The User Groups screen appears.
-
Click the Export button. The User Groups Export modal appears.
Select the User Group Membership option.
Click the Export button. A notification will appear on the Notifications icon in the Global Header when the report is ready to download.
Click the Notifications icon and select the User Group Members export. The file will download to your local system.
