Accessing User Management
Click your name in the top right corner of the platform.
Select User Management from the dropdown menu.
Adding a User to an Existing Group
In User Management, select the relevant group.
Click the “+ Add member ” tab.
Start typing the user’s name and select them from the list.
The user will automatically inherit the permissions assigned to that group.
Removing a User from a Group
In User Management, select the relevant group.
Find the user in the group list.
Click the “X” next to their name to remove them from the group.
When you remove a user from a group, they lose any permissions that were granted by that group.
Creating a New Group with Custom Permissions
If you need a new group with custom permissions:
In User Management, click Create Group.
Provide the following details:
Group Name – what the group should be called.
Group Description – a clear summary of what the group is for.
View Permissions : Can View Procedures, Cab View Procedures Anonymously, Can Download
Users to Add – list the users who should be included in this group.
Special Permissions
If you require special or custom permissions beyond standard group options, please reach out directly to your dedicated Customer Success representative.