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Groups of eWizard users

Create and manage a set of users in Business Admin

Serhii Morkotun avatar
Written by Serhii Morkotun
Updated over a year ago

Groups is a part of the USER MANAGEMENT section where you can create and handle groups of eWizard users. Organizing user accounts into groups allows business administrators to perform bulk operations, such as assign roles or update settings, to several users at once, saving time and effort.

In the main area, you can:

You can also set the number of groups to display on the page and navigate between pages.

Create a new group

  1. Click on the quick access bar.

  2. Fill in the following metadata fields in the Create group pop-up.

  • Name: Enter the group name.

  • Type: Select the group type—Custom or System.

    The Custom type is selected by default. You can use the Custom group for the following purposes:

    • Share eWizard items within a group

    • Use templates available for a specific group

    • View the Custom group info in the user profile

    A group of the System type includes users with specific technical settings. The System group is meant for analytics. You can't share eWizard items with users in the System group.

The fields marked with asterisks (*) are mandatory.

The Active checkbox is selected by default for the group to be displayed in the Assign users pop-up when sharing items or folders.

3. Click SAVE.

Add users to a group

1. Click the group name in the records list.

You are redirected to the group details page.

You can edit or delete the group with the respective button on the group details page.

2. Click .

3. Enter the username / first name / last name / email in the Add user pop-up.

4. Click SAVE.

Edit a group

To edit a group, use the button in the records list row of the required group.

Delete a group

To delete a group, use the button in the records list row of the required group.

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