Create User Groups

Create user groups with custom permissions. While viewing the Groups page, click Create. Give the group a Name, then click Create. Click List to return to the main Groups page.  ...

Edit User Groups

Edit a group's name, and add or remove users from from the group. While viewing the Groups page, select the ID of the group you want to edit. Click Edit. If needed, edit the Name of the group, then add or remove users to the group by checking or un-checking the box next to a user  name. Click Save. Click List to return to the main Groups page. ...

Configure Group Permissions

Manage group access to the functional areas in CommunitySuite (such as Funds), and/or the specific features within each area (such as Funds - > Revenue Share). Select Groups from the Home page. Select the ID number desired user group. Click Group  Permission. Permissions can also be copied from existing groups. Click the radio  buttons to select ...

Delete User Groups

When you delete a user group, the group and associated group ID will be removed from the system, but the individual users within the group will not be deleted. While viewing the Groups page, select the ID of the group that you want to delete. Click Delete. Click Yes to delete the group. The system will take you back to the main Groups page.  ...

Groups Overview

User groups dictate what permissions a user will have in the system. Users will not be able to log into CommunitySuite unless they're added to a group. Log into CommunitySuite and select Groups from the Core column of the Home page. The groups page displays a list of the default CommunitySuite groups, and any custom groups that have been created by ...