How to Assign Users to Groups

Learn how to assign your users to groups to control who can view, edit and delete records.

Luannie Dang

Written by Luannie Dang

Prerequisites

  • Portal set up with at least one group other than the default group. See how to create groups here

When a user is created on Pory, they will be automatically added to the default user group. Users added to a group will inherit that group's access permissions.

Assigning users

To assign a user to a group:

  1. Navigate to the User Accounts settings
  2. Select the Groups tab.
  3. Click on the Manage button of the group you wish to assign your user/s to.
Groups list
Groups list

This will open up information such as the users, permissions and integrations for the user group.

  1. Click on Add Users
Group overview
Group overview
  1. Click the Add button for the user you wish to assign to the group.
    E.g. alexis@example.com
User list
User list
  1. Click on Add selected user/s.
User selected to be added to group
User selected to be added to group

You can now see the list of users that are a part of the group.

Group with user added
Group with user added

Did this answer your question?