Create and edit groups #
Why create groups? #
What you'll need #
- Any eAuditor Plan
- Web app
- "Platform management: Groups" permission
- Full seat
Create a group #
1. Log in to the web app.
2. Click your organization name on the lower-left corner of the page and select Groups.
3. Click Plus iconCreate group on the upper-right corner of the page.
4. In the pop-up window, enter the group name and select the users you want to add. You can always come back later to add users to the group.
5. Click Create group.
Edit a group #
1. Log in to the web app.
2. Click your organization name on the lower-left corner of the page and select Groups.
3. Click the group.
4. Select Details on the upper-left of the page.
5. Edit the following details:
Group name: Click Pencil Icon Edit in the “Name” section, enter the group name, and click Save and apply.
Group description: Click Pencil Icon Edit in the “Description” section, enter the group description, and click Save and apply.
- Buying groups in the eAuditor Marketplace are managed separately from groups you can create and select in the rest of the platform.
