Adding user accounts to groups

Adding a single user account to a group

After creating the user account, the administrator needs to add it to a group. If not, the user will only be able to log in to the CoB platform, and will receive a forbidden warning on any other page.

Since the user always inherits the permissions of the group to which they belong, group membership will determine the permissions each user has (e.g, accessing record listings and doing queries, as well as importing, exporting and/or creating records).

To add the user to a group just click on the down arrow next to the DETAILS button in the user account row:

Then, click on the blue Add to Group(s) button. A list of available group options will appear:

Select the group(s) to which you want to add the user and click on the green Add to Group(s) button.

TIP

To select more than one group, click on top of each group name while pressing the control key (in Windows and Linux) key or the command key (in Mac) of your keyboard.

Below you can find a video explaining the process of adding a user account to a group:

Adding several user accounts to a group

When you want to add several user accounts at once to a group, you can select all the users you want to include. This can be done by selecting the user rows and next click on the Add to Group(s) button on the toolbar. The remaining steps are identical to adding a single user to a group.

Here is a small video explaining the required steps for adding several user accounts at once to a group: