User Groups Overview

The User Groups section of HotDocs Hub enables you to organize users into user groups.

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Overview

Common Tasks

Workflow

User group access permissions for templates

Overview

User groups are collections of users. They enable you to organize users into groups with related interests and give them access to specific template groups. For example, to organize users into a user group for an organization's legal department and give them access to legal department-specific templates.

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

Common Tasks

Workflow

You will typically create a user group after you created or imported user accounts. You can then add users to the user group and assign the user group to a template group. After you have created a user group, you may need to add or remove users.

User group access permissions for templates

User group access permissions for templates are assigned in the Template Groups section of the HotDocs Hub.