User groups allow organisations to apply access restrictions based on preset categories such as companies, clients, areas, projects, assets, and asset types.
When setting up a user group, the system administrator must:
- Name the group – The name should align with the business function, such as “Finance” or “NSW Region.”
- Activate or disable the group – Only active groups will control data access. Disabled groups remain in the system for reference but do not restrict data.
- Add a description – A brief explanation of the group’s purpose helps with future management.
- Set an email contact – An email address can be assigned to the group for managing user access requests.
- Define data access – Fields such as areas, projects, or asset types can be left blank to allow full access for that field, or specific values can be set to restrict access.
