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How to create a user group

This guide shows how to create a group of users in Accountflow, so you can grant access to multiple people at once.

In short

  • A user group is a collection of users and is used to grant access to several people at once.
  • A company group is a collection of companies.
  • You can grant access to individual users or entire user groups.
  • You don’t need to add the same person both as an individual user and via a user group – one of the two is enough.

Step by step: Create a user group

1. Go to the group overview

  • Click Group under Settings & Admin in the menu on the left.
  • Switch to the User tab at the top of the page.

2. Click “Add group”

  • Click Add group at the top of the overview.

 

3. Fill in information

  • Enter a name for the user group.
  • Select which users should be included.
  • Click Save to create the group.

 

💡 Tip: You can also create a user group directly from the user list. Go to User under Settings & Admin, check one or more users, and click Create new user group. Remember that a group must always contain at least one user.