Create and Manage User Groups
- 25 Jun 2024
- 1 Minute to read
- Contributors
- Print
Create and Manage User Groups
- Updated on 25 Jun 2024
- 1 Minute to read
- Contributors
- Print
Article summary
Did you find this summary helpful?
Thank you for your feedback
Learn how to group users to bulk assign them to actions in Tulip.
Warning
User groups is currently in a closed Beta testing. This feature can be referenced in Approvals and eSignatures for now, with additional areas of compatibility coming soon.
Restriction
User groups is available for Enterprise plans and above.
User groups are a way to organize users’ capabilities to complete an action in the real world. Permissions in a user group (such as app approval) do not override individual user permissions. A user must have permission in both their role and the assigned user group to complete an action.
Create a User Group
To create a new user role, navigate to the Users page in your Account Settings.
Click + Create User Group.
Give the user group a unique and human-recognizable name, such as “Plant A Supervisors”. You can optionally provide a description for the user group and assign users to the group.
Click Save.
Add users to a user group at anytime when you edit the user group.
Click the More options menu button on the far right side of a user group to edit or archive.
You can create up to 100 user groups.
Where are user groups compatible in the platform?
User groups compatibility is actively being rolled out with each factory release. You can apply user groups in the following Tulip features:
Was this article helpful?
