Planon Real Estate : RE Assets : Application settings : Authorizations : User groups and roles
User groups and roles
Under Application Settings > User groups and roles you can maintain user groups and assign group roles.
Adding user groups
Proceed as follows to add a user group:
Procedure
1. Click Add user group.
A new row is added to the list.
2. Enter a name for the new group and select the roles that you want to assign to the user group.
3. In the Users column, click Add user(s) to assign users to the user group.
A side panel appears on the right.
4. In Available users, filter on / select the users you want to add and click Add to add them to Selected users
Alternatively, to remove a selected user, click Recycle bin.
5. Click Apply to save your changes and close the side panel.
6. Click Save to apply your changes.
Deleting a user group
Proceed as follows to delete a user group:
Procedure
1. Select the check box in front of the user group that you want to delete.
2. At the top of the list, click Recycle bin to delete the user group.
This will immediately delete the user group and all roles and users linked to it. To undo this, click Revert at the top.
3. Click Save to apply your changes.