Home > User Guide > Configure Settings > Manage Users

    Export to PDF

    Manage Users

    Administrators can create custom groups and edit group permissions for managing the users who will use AvePoint Cloud Backup for Salesforce®.

    Complete the following steps to create a group and grant permissions to it:

    1. Navigate to Settings > User management.

    2. On the User management page, click Create security group. The Create a new security group panel appears.

    3. Configure the following settings:

      • Name – Enter a group name.

      • Description – Enter an optional description for future reference.

      • Invite users – Enter the users or groups that you want to add to this group in the text box.

      • Select organization scope – Select the organizations whose data can be managed by the users in the group. You can click Select all to allow this group to manage all organizations.

      • Select permission scope – Select permissions of features for the group. Each feature is only available to the groups that have the corresponding permission. For more detailed information about permissions, refer to Appendix A - Permissions.

      • After selecting the Discover permission, administrators can also define the object scope for users to run the Discover job. You grant access to all objects in the selected organization or a custom object scope.

    4. Click Save to save the configurations, or click Cancel to close the panel without saving any configurations.

    On the User management page, administrators can take the following actions on a group:

    - View – Click the group name link to view the details in the panel. - Edit – Select a group and click **Edit** to edit the name, description, user, and permissions of this group. - Delete – Select the groups and click **Delete** to delete the groups.