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:

  1. Editing a Group
  2. Applying Group address changes to all users
  3. Editing a Subgroup
  4. Deleting a Group
  5. Deleting a Subgroup

Note

Group and Subgroup deletion 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'.

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
  • Address line 2
  • County
  • Country
  • Postcode

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

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

2. Either click on the red title of the Subgroup in question...    

...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. 

Note

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.

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, either click the Subgroup title...

...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'.

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