🧭 OVERVIEW
User Group Profiles allow you to manage access levels across the Ideagen Safety platform. This feature gives you granular control over what information a user can view or modify.

These profiles can be assigned to one or more users and are often tailored to reflect the responsibilities of specific roles within your organization.

🛠️Accessing User Group Profiles

1. Navigate to Settings via the Profile icon in the top menu bar.

2. Expand the Users section.

3. Select User Group Profile. 
   

📋 Viewing Existing User Groups

The User Group Profiles table displays all current groups.
To create a new group, click Add.

🏗️Creating a User Group Profile

1. Enter a Group Name and a clear Group Description.

2. Click Access Level to define permissions.
   

🔐Setting Permissions

You'll see a hierarchical view of your system’s modules and sections.

⚠️ Note: User Group Profiles do not control site access. Site permissions are configured separately during user setup.

🚫Default Permissions

• New groups are set to No Access by default (shown with a red cross).
• These items are hidden from users in that group. 
  

✏️Modifying Access

Click the red cross to cycle through available permissions:

• W (Write Access): User can view and modify data. 
  
• R (Read-only Access): User can view data but not modify it. 
  
• ✔ (Access): For items without read/write differentiation, this simply enables access. 
  

🌿Parent and Child Permissions

• Changing access for a parent item will also affect its child items.
• For fine-grained control, expand parent items and set child item permissions individually. 
  

Once all settings are configured, click Save. The profile is now available to assign to users in Ideagen Safety.

🌿Managing User Group Profiles

To edit, delete, or print an existing User Group Profile:

1. 1. Click Actions next to the profile.
   2. Select the desired option from the dropdown. 
      

If you are unable to access the above video or for a printable version of its content, feel free to download the PDF or PowerPoint file.