The User Groups feature allow Users to be assigned in bulk rather than one at a time.
Add a User Group
To add a User Group:
- Click Settings.
- Click the User Management tab.
- Click Manage Groups.
- Click Add new Group.
- Type a New Group Name. (Mandatory field.)
- Type a New Group Description. (Mandatory field.)
- Click Create New Group.
See Add or Remove Users from a User Group below on how to add Users to your new User Group. - Click Save to close the User Group Management pop up.
Edit a User Group
To edit a User Group:
- Click Settings.
- Click the User Management tab.
- Click Manage Groups.
- Click the pencil icon next to the User Group.
- Edit the Group Name. (Mandatory field.)
- Edit the Group Description. (Mandatory field.)
- Click Save Group.
- Click Save to close the User Group Management pop up.
Add or Remove Users from a User Group
To add or remove Users from a User Group:
- Click Settings.
- Click the User Management tab.
- Click Manage Groups.
- Click a Group in the left-hand column.
A list of the Group’s Users will appear in the right-hand column under Group Members. - Manage Users:
- Click Save to close the User Group Management pop up.
Delete a User Group
Deleting a User Group item will not delete it from Plutora Test or Plutora, this ensures existing records will not lose their reference to the deleted User Group. But the deleted User Group item will not be available when creating new records.
To delete a User Group:
- Click Settings.
- Click the User Management tab.
- Click Manage Groups.
- Click the red cross next to a User Group in the left-hand column.
- Click Save to close the User Group Management pop up.