Managing Users and Groups
This section requires access to the Practicus AI Admin Console. Please make sure you have the necessary permissions to manage users and groups.
Creating a User (Create User)
Adding a New User
- Open the Users tab under Users & Groups in the left-hand navigation menu.
- Click the + (Add User) button in the top-right corner.
- Fill out the following details in the form:
- Click Save to create the user.
Assigning Permissions (Optional)
After creating the user, you may need to assign roles or permissions:
- Locate the newly created user in the Users list and click on their name.
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Use the Permissions section to assign groups or specific roles:
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Click Save after making changes.
Tips for Managing Users
- Group Assignments: Assign users to groups for role-based access control.
- Permission Updates: Regularly review permissions to ensure compliance with organizational policies.
By following these steps, you can effectively manage user creation and permissions in the Practicus AI Admin Console.
Adding a Group (Create Group)
Adding a New Group
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Open the Groups tab under Users & Groups in the left-hand navigation menu.
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Click the + (Add Group) button in the top-right corner.
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In the Add Group form, provide the following details:
- Name: Enter a unique name for the group (e.g., "Default", "Developers").
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Permissions: Use the selector to assign available permissions to the group:
- Select desired permissions from the Available permissions list.
- Use the arrow button to move selected permissions to the Chosen permissions list.
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Click Save to create the group.