What's a User Group Type?
User group types are slightly different to user groups. User group types help to categorise the user groups you have used in your setup. They're also used to display different approval checklists to your user groups. For example, a "Brand & Marketing" user group may want to see different checklists to the "Legal" user group. As such, you'd expect to categorise your different User Groups accordingly. You might want to ask your customer success manager to set these checklists up for you – but you can get a head start by creating your user group types first.
Creating User Group Types
To create user group types in admation, head to the admin bar at the top of your screen. A user will only see the admin button if they have specific permissions.
Click User Group Types.
You may also edit an existing user group type from this screen by clicking the pen icon .
If you'd like to create a new user group type, click Create New User Group Type on the right hand side of your screen .
Then type the name of the new group type and write out a description if you'd like to communicate what the group type will be used for in the system. A user group type description won't show anywhere other than the admin section.
Then you'll be asked whether or not you want to restrict external access. If you have an agency acting on your behalf in admation, or if you are an agency acting on behalf of other companies, you can restrict users from your related organisations from locating these user groups in the system. If you're unsure, leave the toggle set to No.
Click Save once you're done. Then you might like to create your user groups.
Deleting User Group Types
To delete an existing user group type, select the checkbox for the item/s you'd like to delete. Then click the greyed out delete icon at the top of your screen. Even though it's greyed out, you'll still be able to delete the items. Follow the prompts to confirm your selection.