Editing and deleting user groups
You can make changes to the details of a Group or Subgroup at any time from inside the 'Users and permissions' area. If required, you can also completely delete a Group or Subgroup.
In this article we will cover:
- Editing a Group
- Applying Group address changes to all users
- Editing a Subgroup
- Deleting a Group
- Deleting a Subgroup
Group and Subgroup deletion can also affect reporting where Group data is involved.
Editing a Group
Applying Group address changes to all group users
You can apply changes made to the following fields to all users in the Group and Subgroups
- Address line 2
When any of these fields have been edited, clicking 'Save Group' will trigger the following pop up message:
To apply the address changes to all users in the Groups and Subgroups, click 'Yes'.
Editing a Subgroup
...or edit the Group and click on the Subgroup required at the bottom of the page:
3. You will then be taken to the subgroup editor. Here you can both amend the title of your subgroup and if required, make changes to the user permissions for new users added to this subgroup.
Editing the permissions will not overwrite the existing user permissions, but will be applied to new users upon creation of their records when allocated to the subgroup.
Deleting a Group
Please note, any subgroups within the group will also be removed, but users within the group/subgroup(s) will not be deleted. They will simply no longer be assigned to a group.
Deleting a Subgroup
...or edit the Group and click on the Subgroup required at the bottom of the page:2.
2. Click 'Delete subgroup'
3. As with the removal of a main group, the following warning will appear.
4. If you are happy to proceed, then click 'OK'.