How do I assign users access to a module group?

Module groups are collections of modules bundled with specific access settings. You can assign users to a group to automatically give them the same access across all included modules. 

📝 Note: This article assumes the module group already exists. If you need to create a new group, refer to “How do I create a module group?”

Steps to Assign a User to a Module Group

1. From the Home page, click the gear icon in the top right corner to go to Account Settings.
   
   

2. Use the left-hand panel to select User Role Management.
   
   

3. At the top, click the Module Management tab to view the list of existing module groups.
   
   

   

4. Find the module group you want to assign the user to, and click Manage.
   
   
   
   

5. Search for the Users
   In the Manage Group window, scroll to Step 3. Use the search bar to locate the user you want to assign. Click their name to select them. 
   
   

6. Once you've selected a user, they will appear in green in the "Users Assigned" section. (Click on the corner "x" to remove the user.)
   
   
   
   
7. Click Save to confirm the assignment.

Why Use Module Groups?

Assigning access by group instead of module-by-module ensures:

• Faster onboarding

• Consistent permissions across teams

• Easier updates when roles change

Related search terms:
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