User Groups
User groups enable administrators to groups users with specific roles and permissions. These groups streamline collaboration by bringing together users with common interests, roles, or responsibilities. Administrators can not only create new groups but also include a mix of both groups and individual users within a single group.
Role-Based Access Control (RBAC) with Owner Scope
A user or a user group can own a record. For more information on access control, see Role-Based Access Control.
To assign a user or user group as the owner of a specific record, you must enable the Is Allow Owner Scope toggle for that object. For more information, see Objects.
Creating a User Group
- Click the App Launcher (
) icon in the top left corner, then .
You can now add group members to the newly created group.
Adding Group Members
To be added to a group, a user must exist within the system. For more information, see User Management.
- Click the App Launcher (
) icon in the top left corner, then .
- Click the More (
) icon next to the group name and select Manage Members.
The newly added user group or user group member appears in the appropriate list.