Server Configuration – Groups

The Groups section of the Server Configuration Portal allows you to collect User Profiles and associate them into individual User Groups. Once a User Group has been set up, you are able to assign privileges to define the level of access to various projects and functionality throughout the application.

Server Configuration – Groups window

Typically groups are created based on an organisational/project divisional structure which satisfy effective privileges that are allowed at each division. There is no limit to the number of User Groups that can be created.

Example: A set of user groups could be made to represent different departments of a business such as a group for Management, one for IT Administrators, and one for Estimators.


The Server Configuration Portal utilises each User Group created within the Server Configuration – Privilege Assignment window in order to apply the security settings to the individual users.

User Groups are created by:

  1. Clicking on the Groups tab from the top menu in the Server Configuration Portal.
  2. Clicking the Add Group button on the left-hand side of the screen to add a group.
  3. Typing the name of the user group in the text box provided, then click Add Group.

After a User Group has been created, selecting the group from the left-hand panel displays a list of users that can be allocated to the group. User Profiles can be added to a group by ticking the checkbox next to the User Profile and clicking the Save Changes button at the bottom of the Users list.