User Groups

Managing User Groups in TEQ

User Groups provide a flexible way to manage access by combining multiple User Roles into a single group. This is ideal when employees need access to several areas of TEQ without creating new or duplicate roles.

For example:

• A Sales + Planning user group gives an employee access to both Sales and Planning features using existing roles.

This approach saves time, keeps permissions consistent, and simplifies access management.

Step 1: Access User Groups

1. Go to Settings → Admin → User Groups.
2. From here, you can view, edit, or create user groups.

Step 2: Create a New User Group

1. Click ➕ New Group.
2. Fill in the group details:
3. • 🏷️ Group name
   • 📝 Description (optional, but recommended)
   • 👤 User Roles → Select all roles this group should include
3. Save the group.

💡 Tip: Think of User Groups as role “bundles.” Combine roles logically based on employee responsibilities rather than creating new roles.

Step 3: Assign User Groups to Employees

1. Go to Settings → HR → Employees.
2. Find the employee and click the Details icon.
3. On the employee card, click Edit Access (top right).
4. Select the appropriate User Group.
5. Save your changes.

The employee will now inherit all permissions from the roles included in the group.

🛠 Troubleshooting

User Group not visible when assigning to employees

• Make sure the group was saved successfully.
• Refresh the page after creating the group.

Employee missing access even after assigning a group

• Verify the correct roles are included in the User Group.
• Log the employee out and back in to refresh permissions.

Conflicting access or too many permissions

• Review the roles included in the group and remove unnecessary ones.
• Avoid overlapping roles with conflicting permissions.

Changes not taking effect immediately

• Refresh the browser.
• Ask the user to re-login to TEQ.

Still having trouble?

• Contact TEQ Support with screenshots of the User Group configuration and the employee card.