How to assign one or more groups in Data Permissions?

How to assign one or more groups in Data Permissions?



  1. Open the sidebar, click on User Management and choose Users.
  2. Click the purple Filter button in the upper left corner of the screen to narrow your search. Choose the Roles and Status using the dropdown menus. You can also filter users in terms of the group types you have set in Settings, by checking the checkboxes in the respective dropdown menus. Click Apply Filter to view the results.
  3. Alternatively, if you know it, enter the name or email ID of the user in the search bar in the upper right corner of the screen. The search results are shown below.
  4. For the required user, click on Edit, under Action. The Edit User form opens.
  5. Click on Data Permissions, next to Channels.
  6. Select the group type using the dropdown menu.
  7. Click the Assign button to open the Assign Group window, depending on the group type you had selected.
  8. The groups are shown. You can also search for a particular group by typing the name of the group in the space indicated by “Search”.  Select the groups you want to assign by checking the checkboxes for those groups.
  9. Click Assign to assign the groups to the user.
  10. A text box opens showing “The changes are updated successfully”. Click Ok to close the textbox.
  11. You can now close the form by clicking the X button at the top right of the form.

 



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