How to create a user group

Overview

User groups are used to organize your requesters (customers or end-users) based on criteria like department, location, or company. By grouping users, you can efficiently control their access to specific service requests, ticket categories, and other resources, making your permission management more flexible and secure.

Membership can be managed manually, or it can be configured to automatically sync based on a user's email domain or Azure AD group, simplifying the onboarding process.

Step-by-Step Guide

1. Navigate to User Groups

To begin, you'll need to go to the User Groups section in the settings panel.

• From the main navigation panel on the left, click on Settings (1).

• Under the Helpdesk section, select User Groups (2 & 3).

2. Add a New User Group

• On the User Groups management page, click the Add User Group button (4) to open the configuration window.

3. Configure the Group Details

In the User Group window, you will define the group's name and how its members are managed.

• Name: Enter a clear and descriptive name for the group in the Name field, such as "Finance Department," "VIP Customers," or "New York Office."

• Membership Policy: Select how members will be added and maintained in this group.

  • Manual: Choose this option to add users individually. A Group Members field will appear below, where you can search for and select each person you want to include in the group.

  • Auto Assign: Choose this option to have BoolDesk automatically manage group membership based on defined rules (like a user's email domain or Azure AD group). This is the ideal choice for automatically managing access as employees join or leave a department.

4. Save the Group

• After configuring the name and membership policy, click the Save button.

Your new user group is now created and can be used in the permission settings for service catalog items, ticket categories, and other areas of your helpdesk.