How to Create User Groups
Manage group access to specific functions
Upmind does not assign permissions to staff users. Instead, you create a User Group with permission to access a specific range of functions. Then you assign a staff user to a User Group. The user automatically inherits the User Group's permissions. 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
- On the Upmind dashboard, click Settings.
- Click Staff groups.
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Staff groups tile
- Click the Create user group button.
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Create user group button
- Enter a group name.
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User group name
- Scroll through the Functionalities page and check the relevant boxes to assign group permissions.
- Click the Select all button to check all boxes in a subcategory. (optional)
- Click Save.
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User group subcategories
Assigning staff users to a user group
The next step is to assign staff users to one or more User Groups.
- On the Upmind dashboard, click Settings.
- On the next page, click Staff users
- Locate a staff user, click the gear icon, and select Manager user.
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Add staff users
- Scroll down the Staff overview page and set User Group permissions.
If you have multiple brands, grant access to each brand separately.
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Assign user groups to brands
- 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.
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Assign Admin permissions
Updated 6 days ago