Create groups
💡 Note: Only Admins and Managers can create groups (see Roles and access rights). Read first what groups are for: About groups.
- Open Groups and click Add Group at the bottom.
- Enter the group's details in the sidebar:
| Image, Name | Click the image area to add a picture, and enter a name, e.g. WP3 Team. The name is required. |
| Short name, Short Description | Optional. |
| Group Manager | You, by default. Only members can become Group Manager, so add members first (step 3) if you want someone else. |
| Access Level | Open (Everybody can join) or Restricted (Request only). |
| Private | Hides the group from users who are not members. |
| Enable Group Mail | Gives the group a mailing list. Enter the part before @groups.emdesk.com in Email Address, e.g. wp3-team. See Mailing list option for groups. |
| Enable Group Rights | The group gets its own row in Users, where you set access rights for all members at once. |
| Tags | Optional keywords. |
- Click the Members tab (people icon) at the top of the sidebar, click Add member and select the users. You can also add members later.
- Click Save Group.
Tip: With group rights switched on, the group appears in Users with its own rights. Set them there, e.g. Read for Budget. Remember that group rights only add rights: lower the members' own rows if they should have less (see About groups).