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Users and Groups Management

To access the Users and Groups section in the dashboard, navigate to Settings on the left panel and click Users & Groups.

Users & groups section

Users​

Every NetSpring user has a user ID which is typically their email address. Users belong to groups. Users can be assigned roles.

Add a new user​

To add a new user,

  1. Navigate to Settings on the left panel and click Users & Groups.
  2. Under the Users tab, click Add new user and enter the First Name, Last Name, and Email address of the user you wish to add and click Apply.
Add new users

Remove an existing user​

To remove an existing user,

  1. Click the three dots at the end of the row corresponding to the user you want to remove and click Remove from organization.
  2. A dialog box will appear asking you to confirm the removal. Click Yes.
Remove users

Groups​

Groups are collections of users. A user can belong to multiple groups. Groups are hierarchical i.e. a group can belong to another group. Groups allow for ease of sharing objects in the system e.g. all users in the "Design" group get access to a particular dashboard. Groups can be assigned roles.

Every organization has an implicit "All Users" group. This is a group that contains all users in the system. This group cannot be deleted.

Create a new group​

Here's how you can create a new group.

  1. Navigate to Settings on the left panel and click Users & Groups.
  2. Under the Groups tab, click Add new group. Give your new group a name and description(optional).
  3. Click Apply.
Create group

Delete an existing group​

To delete an existing group, follow the steps below.

  1. Navigate to Settings on the left panel and click Users & Groups.
  2. Under the Groups tab click the three dots at the end of the row corresponding to the group you want to delete and click Delete.
  3. A dialog box will appear asking to confirm the deletion. Click Yes.
Delete group

Add users to a group​

If you want to add new users to a group,

  1. Under the Groups tab click the three dots at the end of the row corresponding to the group you want to add users to and click Edit group.
  2. Choose the users you want to add from the drop-down and click +Add as member.
note

Users have to first be added to the organization before they can be added to groups.

Add users to group

Remove users from a group​

To remove users from a group,

  1. Under the Groups tab click the three dots at the end of the row corresponding to the group you want to remove users from and click Edit group.
  2. Click the three dots at the end of the row corresponding to the user you want to remove and click Remove from group.
  3. A dialog box will appear asking to confirm the removal. Click Yes.
Delete users from group

Roles​

Roles permit users and groups to perform certain functions in the application. The following roles are available:

  1. Org Admin - This role grants the assigned-to user or group, full administritative privileges to everything in all applications within the organization.
  2. User - This role is the default role that does not grant administritative privileges.

Assign/Unassign a role​

To assign/unassign a role,

  1. Under the Groups tab, choose the group of your choice.
  2. Click the three dots at the top-right of the dashboard and click Give admin access/Remove admin access as per requirement.
Roles