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Step 3: Assign User Groups

User groups define the specific permissions a user has within a team. Assign the relevant groups based on the user's role and responsibilities for each team they belong to.

Steps:

  1. Select Team: In the user's edit screen, ensure the correct team is selected in the Team settings drop-down menu you are configuring.
  2. Assign Groups:
    • Click into the User groups field. A drop-down list of available user groups appears.
    • Select the appropriate user group(s) for this user within this specific team (e.g., "AP Clerk Access", "Standard Approver", "Expense Submitter Visibility"). You can select multiple groups.
    • Tip: Refer to your organisation's documentation or the User Groups settings if unsure which groups to assign.
  3. Configure Manager (Optional): If your approval workflows use manager hierarchy, click Direct manager and select the user's manager for this team.
  4. Configure Defaults/Delegation (Optional): Set any necessary Delegation or Default Settings for the user within this team.
  5. Repeat for Other Teams: If the user belongs to multiple teams, select the next team from the Team settings drop-down and repeat steps 2-4 to assign appropriate user groups and settings for that team.
  6. Save All Changes: Once all team memberships and user groups are configured, click the Update button at the bottom of the page.

What Happens Next?

The user now has defined permissions within their assigned teams. The final step is to verify their access.

Next Step: Verify User Access

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