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How do I create a user group?


In metasfresh, multiple users can be combined into a group to make it possible to collectively assign certain properties to them as needed, e.g., access permissions for individual data entries.


  1. Open “User Group” from the menu.
  2. Create a new user group.
  3. Give the user group a Name.
  4. Go to the record tab “Users Group User Assignment” at the bottom of the page and click "Add new". An overlay window opens up.
  5. In the field Contact, enter a part of the name of the user you want to add to the group and click on the matching result in the drop-down list.
  6. Set a Valid from date.

    Note: If this date lies in the past, the entry will be effective immediately. If it lies in the future, it will only apply from that date.

  7. Set a Valid through date.
  8. Click “Done” to close the overlay window and add the user to the list.

    Note: Repeat steps 4 to 8 to add further users.

  9. metasfresh saves the progress automatically.


GIF: How to create a user group

View source file on GitHub.com