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Documentation Index

Fetch the complete documentation index at: https://help.uninote.ai/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Creating user groups allows you to organize multiple users into groups similar to departments.

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Steps

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Create a User Group

  1. Open [Users] from the menu on the left side of the screen.
  2. Select the [User Groups] tab.
  3. Click [+ New Group].
  4. Enter the group name.
  5. Click [Create Team].

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Add Users to a User Group

To add existing users to a group, follow these steps:
  1. Open [Users] > [User Management].
  2. Click the ”…” (ellipsis) on the row of the user you want to add.
  3. Select [Edit].
  4. Choose the user group and click [Save].
You can also set the group when inviting users.
When inviting new users, you can set the user group on the invitation screen.

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Notes

  • Adding users to a group is done from the User Management screen. You cannot add users from the group list screen.
  • The maximum number of groups you can create is 30.