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.
Keep in mind however, that any changes you make can also affect reporting where Group data is involved. 

Editing a Group

1. From inside the 'Settings' area, click 'Users and permissions'.

2. Click on the Group you wish to make changes to. 

3. Click 'edit this group' at the bottom of the panel on the right.

4. Editing the Group name, details or permissions can all be done in this area.

5. When you are ready, click 'Save group'.

Editing a Subgroup
1. In the 'Users and permissions' area, click on the Group that contains the Subgroup you wish to edit.

2. Click on the red title of the Subgroup in question. 

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. 

Note that these will not overwrite existing user permissions, but will be applied to new users upon creation of their records when allocated to the subgroup.

4. When you have made your changes, click 'Save subgroup'.

Deleting a Group

1. Click on the name of the Group you wish to delete.

2. Click 'Edit this group'.

3. On the right hand side, click 'Delete this group'

4. A warning will appear with regards to how your reporting may be affected. 

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.

5. If you are happy to proceed, click OK

Deleting a Subgroup

1. From inside the applicable Group, click the Subgroup title.

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'.

Still need help? Create a ticket Create a ticket