Creating A User Groups

Log in to Webcom

Navigating to User Groups

Hover over Setup and select User Group from the menu

Adding a New User Group

1. Click Add New.

2. Enter a name and description for the User Group.

3. Select Insert to create it.

Finding Your User Group

Use the filter options to search for and locate the User Group you just created.

Setting User Permissions

1. Click the arrow icon next to your User Group to expand the menu options.

2. Open each category using the arrow and select the sub-categories the group should have access to.

3. After updating each category, click Save All.

Managing Account Access

1. Click the pencil icon next to your User Group.

2. Select the default menu (ensure it’s one the user has permission to access).

3. Choose the accounts the group should access and move them to Included Accounts (left side).

4. Click Update.

User Group Ready

Your User Group is now created, configured, and ready to be assigned to users. (To add a user please see the Adding Additional Webcom User Guide)