Groups

Default groups are created right after the first launch of the tenant. Those groups are HyperBI users, HyperPortal admins, and HyperPortal users. Each comes with predetermined permissions, HyperBI users have access to 'HyperBI', HyperPortal admins have access to 'portal administrator', 'portal', custom data', and 'workflows'. HyperPortal admins can view and edit any entity and their data permissions can`t be modified. HyperPortal users have access to 'portal', custom data', and 'workflows'. You can learn more about the permissions here.

To create a new group you need to go to CRM -> Groups then click on the add group button on the menu.

Then on the left side, you can enter all the necessary information about the group such as title, parent group, description, and permissions.

You can manage your existing groups by going to CRM -> Groups and clicking on the group you want to edit/check. To add or remove the member you should click on three dots near the required group.

Then find the member on the right side of the screen. Keep in mind that the user`s data should be in the 'Contact' entity. You can find more information about adding the user here.

By clicking on the group and scrolling down you can find a 'Referrals' section that contains all members of the groups.

You can also manage groups that the user belongs to, from the user`s side. Go to 'CRM' - 'Contacts' and select the user.

Then you can select one or more groups (one user can be in multiple groups) at the 'Groups' field.

Permissions that are set to the group determine what content can be viewed and edited by the members. Keep in mind that the parent group gets all the permissions that are given to the child group, but it doesn`t work vice versa. The parent group doesn`t extend its permissions to the child group. You can learn more about the permissions here.