User groups

User groups

Portal user groups is an effective way to manage your users access and visibility, allowing you to assign users to different or multiple groups. Once assigned into a group, users will only be able to see checks sent out via that group. For example, you may wish to set up different branches, so users from 'Branch A' will not be able to see 'Branch B'. 

If user groups have been set up, a list of available groups will been seen by accessing the ‘Groups’ tab from within a user’s profile. 

We advise leaving at least one portal user out of a portal group as they will be able to see all checks sent in the portal for emergency cases.

We advise that user groups are set up before any checks have been set up, as once a check has been sent outside of a user group, the invitation will now follow the movements of the user going into a user group. Therefore that user will lose visibility of the check. 

If checks have already been sent out within your portal, but you would like to set up user groups, please contact our support team for advice.

To add and edit user groups, you will need to access the Admin Portal. To access it you need to click on the 'Portal' drop down within the header of your portal. You will then be presented with a drop down list. If you cannot see an option for 'Admin Portal', you do not have the relevant permissions and will need to speak to your administrator to add the relevant permissions.

If you would like to learn more about using the Admin Portal, please see our Admin Portal User Guide here.

Adding a user group

To set up a user group, click on Portal User Groups, found at the top of the screen in ‘Admin Portal’.

1. Click on Add new, found at the top right of the screen.

2. A new screen will open called ‘Create user group’. Simply enter the ‘User Group Name’ and your email address. If you are happy with the information entered, click ‘Save’.

3. You will find that your newly created group has been populated. 

4. Clicking on it will give you the options to ‘Add Users’ directly to the group and apply either full or partial permissions to that group. Please note that user group permissions sit above user permissions. 

Assigning a user to a user group

If you have a user group set up, you will be able to that group in one of two ways.

1. Select the user group from the ‘Portal User Groups’ tab found in ‘Admin Portal’.

2. Clicking on ‘Add Users’ will produce a dropdown menu offering you the choice of existing users. Simply click the checkboxes that are relevant to you, then click on ‘Add’.

The selected user will now be visible from within this group. To remove a user from the group, simply select the dustbin icon.

Alternatively

1. Select a user from ‘Portal Users’ found in ‘Admin Portal’.

2. Once within a user’s profile, click on the ‘Groups’ tab.

3. Click in the ‘Add User Groups’ field to show a list of any user groups set up and select one of them. When you are happy with your selection, click the ‘Add’ button found on the right side of the field. The specified user will now be applied to that specific group.

Got any questions?

If you have any questions please reach out to the Credas support team by logging a support ticket using the 'Submit a Ticket' button at the top of the knowledge base.

We are committed to continually improving our support resources for you. We would greatly appreciate your feedback below to help us enhance your experience.