Creating User Groups in admation
User groups are used to group user accounts together in the system. They can be used for a number of reasons including:
- Submitting artwork to users in a group (ie marketing team);
- Showing approval checklists to users reviewing artwork;
- Showing a set of specific users in a custom brief dropdown list (chat to admation about setting this up);
- Sending group messages;
- Forwarding artwork to users in a group;
Before creating user groups, you'll need to set up user group types first.
To create User Groups 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 Groups.
If you'd like to create a new user group, click Create New User Group on the right hand side of your screen .
Then type the name of the new group and write out a description if you'd like to communicate what the group will be used for in the system. A user group description won't show anywhere other than the admin section.
You may also edit an existing user group from this screen by clicking the pen icon .
Add Users to a User Group
Then it's time to add your group members! Click Edit Users to select users out of the system.
By default, you'll see a list of admation users from your company. You can also use the tabs to toggle between existing system user groups or external users.
To add an individual or existing user group, click the green arrow icon. All selected users will show on the right hand side of the screen. Repeat these steps as needed and click Done once you're finished!
Then you'll need to select a user group type from the dropdown. If you can't select a user group type, you may want to create one by following these instructions.
Once you're happy with your selections click Save.
Deleting User Groups
To delete an existing user group, 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.