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Groups

The Groups feature in the PayiInsight tool allows administrators to create and manage groups with different access levels. By assigning users to specific groups, administrators can easily define and control each user's access levels and permissions within the PayDirection tool.

Default Admin Group

PayInsight provides a default “Admin” group that will be granted to one of your users initially. This group gives the user access to ALL the pages in PayInsight.

The admin user is responsible for ensuring that all team members have the necessary access. Hence, we recommend making the initial Admin an in-house IT Administrator. The role can also be assigned to other users within your organization.

Creating Groups

  1. Navigate to the Admin / Groups section

  2. Click on the "Create New Group" button at the top right corner

  3. Provide a name

  4. Specify the access level for the group

  5. Save the group

Assigning Users to Groups

  1. Go to the Admin / Users section

  2. Select the user you want to assign to a group

  3. Edit the user and choose the appropriate group from the available options in the Groups field

  4. Save the changes

OR

  1. Go to the Admin / Groups section

  2. Select the group you want to assign the users to

  3. Edit the group and choose the users you want to assign to the group

  4. Save the changes

Deleting Groups

  1. Navigate to the Admin / Groups section

  2. Press the delete button on the group’s row

  3. Confirm the deletion when prompted

Bulk Edit

You can select multiple groups by checking the boxes next to them in the action column. Once selected, you can edit or delete the groups in bulk.

Best Practices

  • Consistent Naming: Use a naming convention that clearly identifies the purpose or department associated with each group.

  • Regular Review: Periodically review and update group assignments to ensure alignment with organizational changes.