Creating and Managing User Groups

Users are sorted into groups that can be set up to have different levels of access to the system. For instance, Standard Users do not have access to the Options menu, whereas Administrators and Super Administrators do. 

You must have Administrator permissions to perform this.

From the Options menu, select Users and Groups, then select Groups when the Options window opens:

 

You can either add a new group, or edit an existing group. Both will bring up the same options. You can name the Group and Add/Remove Users from the first tab (Users).

You can choose the rights of the group on the second tab (Permissions). Tick accordingly then click on the Save button.

If you found this article useful, please "Like" it using the thumb below, it really helps us to know which articles are the most useful to you!

• Related Articles

• Removing Users

  Although you cannot remove users from Redbrick PM, you can stop them logging in and make them "Inactive" You must have Administrator permissions to perform this. From the Options menu, select Users and Groups: Inactive users are highlighted in red in ...

• User Group Permission to Sync Manually

  Synchronisations manage updating the Redbrick Portal, as well as downloading items from the portal and other Thirdparty APIs (Such as Thirdfort or TMConnect). Syncronisations are done on a schedule, depending on your set up, usually every 20 minutes ...

• Setting up new Users

  How to set up a new user You must have Administrator permissions to perform this. From the Options menu, select Users and Groups: In the new window, select Add User: This will open a new window with user details. Most of the data capture in here is ...

• User and Case Permissions (Administrator)

  You may wish to restrict certain matters from being accessed by some users, and you can achieve this in a few different ways depending on your requirement. You can set access to cases at user level, matter type level and individual matter level: User ...

• Set Permissions on Reports

  Prerequisites; By default the Groups in Redbrick PM are only separated into standard users and Administrators. If you want to separate report permissions by Managers, Partners, Accounts Team etc, you'll need to create more groups. The guide for this ...