Branch User Management Practices
When setting up your branches, groups, and users within Console, there are different steps that you can take in order to structure them how you'd like. The scenarios outlined below can help you to configure these based on your specific needs. Whether you're creating users for the first time or moving existing users t…
1. Intro to Groups
The branching hierarchy available in Console also includes groups. In Console, a group is a subunit of a branch that includes one or more members from that branch. Each user can only be a member of one branch at a time, but a user can be a member of multiple groups within that branch. Groups in Console function ve…
2. Managing Groups
Creating Groups To create a group, you will need either the console admin role or any custom role with the “Create groups” and “Read groups” permissions. There are three ways to create a new group: From the Groups section of Console for a single group, bulk importing multiple groups, or from a specific branch’s d…
