User Groups

The User Groups section of the HotDocs Hub allows you to organize Users into Groups. From this page, you can:  

• View a list of User Groups
• Create new User Groups
• Allocate Users to User Groups
• Edit User Group details

The User Groups section is only visible if you are logged in to the HotDocs Hub as a Administrator.

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Create a User Group

To create a new User Group:

1. Navigate to the User Groups section of the HotDocs Hub
2. Click Create User Group
3. Type in a Group Name (required)
4. Type in a Group Description (required)
5. In the Add Users list, check each User to be added to the Group
6. Click Save Group

Edit a User Group

To edit the details of a User Group:

1. Navigate to the User Groups section of the User Hub
2. Click a User Group in the list
3. Edit the text in the User Group Name and User Group Description fields
4. In the Add Users list, check/uncheck the boxes next to any Users you want to assign to / remove from the User Group
5. Click Save Changes

Remove a User Group

To delete a User Group:

1. Navigate to the User Groups section of the User Hub
2. Check each User Group you want to remove
3. Click Remove User Group(s)

The selected Groups are permanently removed from the HotDocs Hub. Users in the Group are not deleted and may be reassigned to other User Groups.