Groups are simply collections of roles. Their purpose is to save you the tedious work of managing roles for users one by one. Let's break it down:

• You assign a role directly to the group itself and all the users who are added to the group automatically gain access to the same role permissions. Think of it like a shortcut.
• You can also stack roles within a group. Everyone in this Departmental group X must be able to view transaction history (Billing), create skills tests (Templates) and edit stages (Projects).
• Therefore a single group can hold multiple different roles across different role levels.
• Because permissions are additive, a user can belong to a group and also have another role assigned directly to them (or inherited from a second group) that gives them extra permissions.

Creating a Group & Assigning Access

While in the Users & Permissions window:

• Click on the Groups tab and click Create+.
• Give your group a clear name (like "Cape Town HR Team") and a description.
• Now add users. Search and select existing users to add them to the group. If someone isn't in the system yet, you can click the "+" button to invite them on the spot without losing your progress.
  • Note: This will require you to allocate a seat to said user.
• Allocate one or multiple roles to your Group by selecting preset roles, with their corresponding role levels, from the dropdown menu.

You can even preview permissions to see the big picture describing what this group can view, edit, create and delete.

Key Rules to Remember:

• Organisation roles apply everywhere automatically and will not have a predefined role level.
• As soon as a user is added to a group, they dynamically inherit all the roles assigned to that group. If a user moves to a different team and is removed from a group, they immediately lose the permissions sourced from that group.

For more detail, read the full Permissions How-To-Guide here.

Happy Hiring!

- The Wamly Product Team