# Managing User Groups

## **Purpose**

A User Group is a set of users with the same access permissions to a project. A project owner can create and maintain a user group.

For a quick video explainer of Adding or Removing a User from a "User Group", [click here](https://www.youtube.com/watch?v=uAB4DFlBBa0\&list=PLUctatJqie6gqLaIg54nkEo8GxgamxPCu\&index=15). 

<figure><img src="https://2655769465-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LjVABEcCgwItwY4IEAD%2Fuploads%2Fme6yzw4iiEvlWSI1z4MY%2FUser%20group%20part%202.png?alt=media&#x26;token=854ad40f-52d2-4ab7-9578-bf23deb1a1eb" alt=""><figcaption></figcaption></figure>

## Prerequisites

Anyone with login credentials can create a User Group.

But only a Project Owner can add the User Group to a Project.

## Steps to Create and Edit User Groups

**Step 1:** Click on ***"User Groups"*** option from the drop-down list at the top right section of the page.&#x20;

![](https://2655769465-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LjVABEcCgwItwY4IEAD%2F-MCQjvI1sVaBMwvq6y5k%2F-MCQlHMCNoX9iz2-G9W6%2F1.png?alt=media\&token=12c763b2-7486-49ff-b689-f72f2d85b4c9)

The User Groups page will open with the following details in tabular form:

* Group Name
* Description
* Created By
* Action (Edit/Clone/Delete)

![](https://2655769465-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LjVABEcCgwItwY4IEAD%2F-MCQjvI1sVaBMwvq6y5k%2F-MCQleQYmq6q8PcBzykn%2F2.png?alt=media\&token=61bbeeba-9328-4e79-ac42-918e36ef46c9)

**Step 2: Add a new User Group**

Click on the ***Add New*** button in the top left section of the page.

![](https://2655769465-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LjVABEcCgwItwY4IEAD%2F-MCQjvI1sVaBMwvq6y5k%2F-MCQlic6cZzGxtx8sWOl%2F3.png?alt=media\&token=a6c4e3de-89c2-46ac-8911-eccabebed0b6)

**Step 3:** Fill out the following fields in the Add New page:

* Provide a suitable name for your user group
* Group Description
* Provide a brief description for your user group

![](https://2655769465-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LjVABEcCgwItwY4IEAD%2F-MCQjvI1sVaBMwvq6y5k%2F-MCQlpvias9H2-Me-erX%2F4.png?alt=media\&token=5f96797c-345a-435f-badb-f02483055407)

**Step 4:** Choose an ​**Access Level​**

Choose from three options: Admin, Standard.

{% hint style="info" %}
To learn more about permissions for each access level, click [here](https://docs.cloras.com/user-guide/account-management/user-groups#access-levels).
{% endhint %}

**Step 5:** Add User(s)

Add users to the group by providing their email address.

![](https://2655769465-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LjVABEcCgwItwY4IEAD%2F-MCQjvI1sVaBMwvq6y5k%2F-MCQmIiOfznnKyZCJmZL%2F5.png?alt=media\&token=9be3920a-3f1c-4de8-a94e-f3b3859d4a2e)

An invitation is sent to the User asking for confirmation. Only after the user accepts the invitation, they are added to the group.

**Step 6:** The group owner may remove a user from the group by clicking on the ***Revoke*** button.

{% hint style="info" %}
&#x20;Non-DCKAP Integrator users may also be added to the project. An invitation will be sent out to them to sign up for a DCKAP Integrator account.
{% endhint %}

**Step 6:** Edit User Group

Click on the ***Edit*** button under the Action field to make changes to a User Group

## Managing User Group Access

Where will the user groups be added?

User Groups are added to a project to give a "set of users" the same permission level for the project.

Step 1: Click on **Manage Project** from the dashboard.

Step 2: Go to **Advanced → Manage Access**

![](https://2655769465-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LjVABEcCgwItwY4IEAD%2F-MCQjvI1sVaBMwvq6y5k%2F-MCQn-RHjuu9lxfrPMv1%2F6.png?alt=media\&token=207ec6fb-ceb5-4f52-9b6a-d741ddee22ed)

Step 3: Under User Groups, select the group that you want to add to this project

Step 4: Click on the **Add Group** button

![](https://2655769465-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LjVABEcCgwItwY4IEAD%2F-MCQjvI1sVaBMwvq6y5k%2F-MCQn3M9sD1A3ZKsmIQe%2F7.png?alt=media\&token=3eaa3d70-c6e8-42a9-b434-78450a89f2be)

The Group is now added to the Project.

### Scenarios within Manage Access

**Scenario 1:**

If a user has been added individually as well as part of a user group to a project, then his individual access permissions take priority.

**Scenario 2:**

Adding the same group in multiple projects. If a user is removed from the group, he will lose access from all the projects that the user group has been added to.

**Scenario 3:**

If a user has been added individually as well as part of a user group to a project, and if his individual access is removed, his group access will still remain.