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Creating a user group allows you to assign even more granular permissions than the By Scorecard user type. With user groups, you can set permissions as granular as restricting access by report or by detail page. 

User groups can be helpful if you know that there are a set of users that will always have the same permissions no matter what is added to your account. 

An example of when this could be useful is when you have a department or team that will all have the same permissions throughout the account.

- From the Control Panel click on **System Settings**
- Select **Manage Groups** under Users and Groups
- Click the **Plus icon**

- Under **Group Name**, enter the name of the new group, in this example, ‘User Access Group’.
- Click on **Add Access Rule**
- A new window will appear, select the appropriate **Scorecard**, **Element type**, and **Access Level**
  - Repeat these steps to add as many **Access rules** as necessary
- Once you are done with your configuration, click **Save**

Note: Rules are read from top to bottom, so start with the broadest rules first and then end with the most granular rule.

- In the **Reports tab**, select the Restricted Access summary reports this group will be able to access.

- In the **Templates tab**, select the Restricted Access briefing book templates this group will be able to access.

- In the **Scorecards tab**, select which scorecards will be hidden from this group. If your organization has lots of scorecards, checking them off here may be a faster option than creating a ‘No Access’ rule for each.

- In the **Users tab**, you will select users to assign to this group. You can also specify which groups a user should have access to by editing individual users.  For more information on assigning users to groups, please see the section below.
- Once you are done with your configuration, click **Save**

- From the Control Panel click on **System Settings**
- Select **Manage Users** under Users and Groups
- Click the **edit Pencil icon** next to the user you want to add

- Select **Assign Group** under User Type
- Navigate to the **Access Group tab**
- Check the box next to all access groups this user should be a part of
- Once you are done with your configuration, click **Save**

Access Control - Managing user groups

Adding and editing user groups

Assigning users to a user group