Using Groups to manage user access is by and large the easiest method of user management. Groups enable you to define the exact rights and restrictions that should apply to any one or more users just one time, and then going forward, whenever you have another user that should have those same rights, they only need to be added to the existing group instead of you having to spend unnecessary time defining the same rights and restrictions one user at a time ad infinitum.

• Here, you'll see at least one group that already exists: the 'Administrators' group. This is a default, system-created group that cannot be removed. Take care in which users get added to this group, as it provides full, uninhibited access to all areas of the system, wherein they will be able to see everything, and even potentially delete things that shouldn't be deleted.
• To create additional groups, start with the "Add Group" button. From there, you can specify the access rights members should receive, as well as any global restrictions that should apply. Global Restrictions enable you to "pre-filter" the data members can view based on specific tags or products. This is useful for users in different regions or product verticals that can't or don't need to see irrelevant data. Please reach out to your CSM or contact support for assistance setting up groups, if necessary.
• After you have your groups set up, when you need to add additional users to them, you can do so right from this main view. Previously, you had to click into the 'Edit Group' view to update the member list (which you still can do), but now, you can make updates much quicker without having to go to a separate page.
• Upon clicking a single row, the sidebar area that appears to the right shows a count of current members for the group. Upon clicking this count, a popup appears that gives you the list of current members.
• Click the edit (pencil) icon in the header of the popup to update the member list. This will update the popup with the full list of all of your enabled users, identifying those that are already members with a checkmark in the box. You can now select additional members, or deselect any of the current members, and those changes will be saved upon clicking the 'Save' button at the bottom.
• If you need to add the same users to multiple groups simultaneously, you can do that by going back to the 'Users' list, selecting the desired users, and updating their assigned group(s) there.