How to Create & Manage a User Access Group

Last updated: March 23, 2026

How to Create a User Access Group

  1. Go to Manage > User Groups

  2. Click New User Group

Step 1: Add Group Details

  • Name (required): Must be unique

  • Description (optional): Add context

  • Tags: Used for data access control

Step 2: Configure Features

  • All features are off by default

  • You must enable at least one feature to create the group

Examples of features:

  • Command Center

  • Temperature Release

  • Insights

  • Automation

  • Configuration

👉 If no features are enabled, the Create button will remain disabled

Step 3: Assign Users

  • Click Add user(s)

  • Select users from the list

  • Remove users using the X if needed

Step 4: Review & Save

  • Click Review

  • Click Save

You’ll see a confirmation once the group is created.

Managing Existing Groups

Edit a Group

  • Update name, tags, features, or users

  • Changes apply immediately

Duplicate a Group

  • Creates a copy with the same settings and users

  • Useful for quickly setting up similar roles

Delete a Group

  • Cannot be undone

  • Activity is still tracked for audit purposes