Manage user groups

Creating user groups let you share dashboards, reports, and other information easily with a subset of users. 

User groups help you

• Share reports, dashboards, bill lists, or collections
• Send notifications
• Distribute reports

Manage user groups 

From the Settings menu (Gear icon) select Users and Roles, click the User Groups tab.

Add a new user group

1. Click Add User Group.
2. Enter a name and description.
3. Add users to the group by selecting their email address. A user must have an email address to be included in a group.
4. You can add users that don't exist in UtilityManagement by entering their email address. This new user is created with the Basic Contact role.
   
   
   
   
    
5. Save.
6. A success banner is shown.

Edit a user group

Edit a user group with the pencil to add or remove users.

Create a user group with a spreadsheet

1. Click the Gear icon and select Setup Spreadsheet Log. Download the create User Groups spreadsheet.
   
    
2. If you don't have any groups, your spreadsheet looks like this.
    
3. Add your group names, save the spreadsheet, and upload it to UtilityManagement.
   

Add users to the group

1. Download the update User Group Members spreadsheet and assign users to each group.
   
    
2. Select either a Full Name in column C or a Username in column D.
   
   
   
   To quickly add a large group of people, copy and paste the usernames into column D from an Update User setup spreadsheet. Add as many rows as needed.
    
3. Save the spreadsheet and upload it to UtilityManagement.
   
   Regardless of the number of users added or removed, the Setup Spreadsheet Log indicates the number of groups updated. In this example, three groups were updated.
   

Filters help you manage user group members 

To manage a specific user's group membership, set the filters before downloading the update User Groups Members spreadsheet. In this example, the spreadsheet contains all groups with amr as a member.

The spreadsheet lists each group the member belongs to. All group members are listed in addition to the selected member.

Manage groups

Manage group names and descriptions or delete a group with an update User Groups spreadsheet.

1. Download the update User Groups spreadsheet.
   
    
2. Update the group name and description. Select Delete User Group to delete the group.
3. Save the file and upload into UtilityManagement.