Key Steps:
Click on the "Groups" button in the left menu bar.
If there are existing groups, review them. If not, click on "New Group".
Enter a name for the group (e.g. "Front Office Login") and click "Save Changes".
Optionally, add additional apps to the group by clicking on "Add Apps".
To add users to the group, choose the appropriate role for each user:
Group Admin: Has access to all usernames and passwords of any app in the group.
Group Manager: Can add and remove users from the group but does not have app admin access.
Group User: Has access to the apps in the group but cannot add people to the group or have admin rights to the apps.
Go to the home page and use the "Select Apps" option in the top right to choose the apps to add to the group.
Click on "Bulk Actions" and select "Add to Group".
Review and adjust any share settings if necessary, then click "Next".
Select the group (e.g. "Front Office Logins") and click "Submit".
Check for the notification at the top of the page to confirm successful addition.
To access the apps in the group, click on the arrow next to the group name and select the desired app.
Cautionary Notes:
Be careful when assigning roles to users within the group. Group Admins have access to all usernames and passwords, so ensure that only trusted individuals are assigned this role.
Make sure to review and adjust any share settings before adding apps to the group to ensure appropriate access levels.
Tips for Efficiency:
Organize groups based on the specific apps that people need access to. This can be done by role, position, or any other relevant criteria.
Customize the group names to suit your team's needs and preferences.