How to Create User Groups

Upmind lets you manage staff permissions through Staff Groups. We’ve provided a set of predefined groups to make setup easier. These include default permissions for general roles like Finance, Fraud, Marketing, Product, and Support.

You can assign staff to any of these predefined groups directly or customise them as needed.

You can also create your own staff user groups with access to specific functions. Upmind does not assign permissions directly to staff users—instead, users inherit the permissions of the group they’re assigned to. To change the level of access that a user has, simply re-assign that person to a different User Group.

You can assign a staff user to more than one User Group. For example, Joe Bloggs could be Account Staff on Brand A, and Support Staff on Brand B.

Creating a user group

1. On the Upmind dashboard, click Settings.
2. Click Staff groups.

3. Click the Create user group button.

4. Enter a group name.

5. Scroll through the Functionalities page and check the relevant boxes to assign group permissions.
6. Click the Select all button to check all boxes in a subcategory. (optional)
7. Click Save.

Assigning staff users to a user group

The next step is to assign staff users to one or more User Groups.

1. On the Upmind dashboard, click Settings.
2. On the next page, click Staff users
3. Locate a staff user, click the gear icon, and select Manager user.

4. Scroll down the Staff overview page and set User Group permissions.

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If you have multiple brands, grant access to each brand separately.

5. Select Administrator to grant the staff user full access to all User Groups and all brands.

• We suggest granting Admin permissions to a maximum of two staff users.