Creating User Groups

User Groups allow you to organise users from any role into a single group. These groups make it easy to assign Training Courses, Site Policies, and other resources to specific segments of your workforce.

🔍 Why Use User Groups?

User Groups help you target training and policies to only the relevant staff.

Example:

If you have an AML/CTF Training Course that should not be assigned to all staff, you can create a User Group called “Gaming.”

Add the required staff to this group and assign the training course to that group — only members of that group will receive the training.

➕ Creating a User Group

1. Go to Management in the left menu.
2. Select Create / Manage a Group.
3. A screen will appear allowing you to create, edit, or remove groups.
4. Create a new group and begin adding users as needed.

Once a User Group is created, you can assign training or policies directly to that group. Any user added to the group will automatically receive those assignments.

👤 Adding Users to Groups When Creating Their Account

You can also assign users to groups while creating their account:

1. Go to Management, select the role you want to add the user under, then click Add Account.
2. Enter the user’s details (name, email, role, etc.).
3. Find the User Groups section in the form.
4. Select the group(s) you want this user to belong to.
5. Save the user.

The user will automatically receive any training courses, policies, or other items linked to the selected groups.

🆘 Need Help?

If you have any issues, questions, or need assistance with User Groups, please contact our support team at:

📧 support@sm8a.com.au

We're always happy to help!