4.1. Setting up User Groups

Next Step(s)

1. Create department User Groups within your organization
   1. Rename the (Department Names) User Groups to your department name
      (Administration > Manage Groups > User Groups > within the Organization Staff (Basic Permissions)/Departments Parent Group, select the (Department Names) group > Update Group)
   2. Create User Groups for each of your remaining departments/roles (if applicable)
      (Administration > Manage Groups > User Groups > Select your Organization Staff (Basic Permissions) Parent Group > Select the Departments group > Add Subgroup)
      1. Enter “<Department Name>”, such as Finance, in group name field, select save
2. Create User Groups for each school
   (Administration > Manage Groups > User Groups > Select School Staff Parent Group > Add Subgroup)
   1. Create a school staff group for each school
      1. Enter “ <School Name> – School Staff” in the group name field, select save
   2. Create a board member group for each school (if applicable)
      1. Enter “<School Name> – Board Member” in group name field, select save
3. Create User Groups for each management organization (authorizers-only) *
   (Administration> Manage Groups > Select Management Organization Staff Parent Group > Add Subgroup)
   1. Create a group for each management organization
      1. Enter “<Management Organization Name>”  in the group name field, select save