A User Group is assigned to a Template and grants the members of the group the permissions assigned to it, i.e. send, view. 

  • Navigate to the Profile Menu, select Admin
  • Select User Groups
  • Select the + (create) button
  • Enter the Group Name and description
  • Select Create
  • From here you can add individual users to this group
    • Select Manage Group Users
    • Search for a User and select Add

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Assign a Permission Role or Group to a User

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