Groups

Article • 4/8/2026 • 5 min read

Groups

The Groups tab allows a Seed user or Admin to create and manage user groups using existing users in the system. Multiple groups can be created, and new users can be added to existing groups as needed.

There are no restrictions on the number of groups you can create or the number of users you can add to a group. Only Seed users and Admins can assign authorization settings for group-level user management and access control.

The following table describes the fields available in the Groups tab:

FieldDescription
SearchEnter a group name or description to locate a specific group.
GroupDisplays the name of the group. Groups are listed in alphabetical order.
DescriptionProvides details about the group’s purpose—often related to a specific application, department, or role.
Created ByShows the name of the Seed user or Admin who created the group.
Created DateIndicates the date the group was created.
StatusDisplays the current status of the group: • Active: Highlighted in green, indicating the group is active. • Inactive: Highlighted in red, indicating the group is inactive.
EditClick the edit icon to modify the group. You can update the group’s status, adjust permissions for applications and features, and add or remove users.
DeleteClick the delete icon to remove a group. A confirmation dialog appears. Click Yes to delete or No to cancel.

Create Group

Groups allow administrators to efficiently manage user access across multiple applications and features. Instead of assigning permissions to each user individually, permissions can be defined once at the group level and applied to multiple users at once.

Note: Only users with administrative privileges (such as Seed users or Admin users) can assign or update app-level authorizations for a group.

To create a new group:

  1. Navigate to User Center > Access Management > Groups.
  2. Click New Group. The Create Group window appears.
  3. In the Group Details tab, do the following:
    • Enter a descriptive name for the group in the Name field. (This is a required field.)
    • Enter a short Description that identifies the purpose or application context of the group.
    • Select the Status as either Active or Inactive from the dropdown.
  4. Click the App Permissions tab (visible only to Admin users), and select the checkboxes for the applications (e.g., EDI, Invoices, Pay) that the group should have access to.
  5. Click the AppCentral Permissions tab, and select the relevant features such as Activities, Auditing, or Connect to assign feature-level permissions. (The available options depend on your license subscription.)
  6. Click the Users tab.
  7. Click Add User. The Add User window appears.
  8. Search for users by name or email, select the checkbox next to the users you want to include, and click Add.
  9. Review the list of added users in the Users tab. To remove a user, click Remove next to the user’s name.
  10. Click Save. The group is created and appears in the Groups tab.

Assign Users to Group

You can assign one or more users to a group to manage their permissions collectively. Assigned users will inherit all application and feature permissions granted to the group.

Note: Only Admin or Seed users can assign users to a group.

To assign users to a group:

  1. Navigate to User Center > Access Management > Groups.
  2. Locate and click the Edit Group icon for the group you want to modify.
    • Alternatively, double-click the group name.
  3. In the Edit Group window, go to the Users tab.
  4. Click + Add User. The Add User window opens.
  5. Use the search bar to find users by name or email.
  6. Select the checkboxes next to the users you want to add.
  7. Click Add. The selected users appear in the Users tab.
  8. Click Save to confirm the changes.

Users are now assigned to the group and inherit the group’s defined permissions.

Edit Group

You can edit an existing group to update its status, manage application and feature permissions, and modify its user list.

Note: Only Admin or Seed users can modify authorizations in the Permissions tab. Group names cannot be edited once created.

To edit a group:

  1. Navigate to User Center > Access Management > Groups.

  2. Locate the group you want to edit, then do one of the following:

    • Click the Edit Group icon

    • Or double-click the group name

      The Edit Group window opens.

  3. On the Group Details tab:

    • Update the Description, if needed.

    • Change the Status to Active or Inactive from the dropdown.

      Note: The group Name field is not editable.

  4. Click the Permissions tab:

    • Add or modify selections for Products, Features, and Authorizations.

      Note: Only Admin or Seed users can edit the Authorizations section.

  5. Click the Users tab:

    • To add a user, click the + Add User icon, search and select users, then click Add.
    • To remove a user, toggle the Remove switch next to the user’s name.

  6. Click Save to apply the changes.

Delete Group

You can delete a group if it is no longer needed. Deleting a group will remove all associated permissions and user assignments. This action is irreversible.

Note: Only Admin or Seed users can delete groups.

To delete a group:

  1. Navigate to User Center > Access Management > Groups.
  2. Locate the group you want to delete.
  3. Click the Delete icon of the respective group name.
  4. In the confirmation dialog box, click Yes to delete the group.
    • Click Cancel to cancel the deletion.

The group is permanently removed from the system and no longer appears in the Groups tab.