There are 3 ways to create User Groups on the MyCompliance platform:

1. Manually
2. Automatically through single-user upload
3. Automatically through Bulk-user upload.

1. Manually

• Navigate to User Management > User Groups from the left-hand menu pane.
• On the right-hand side, you can create a new group by clicking Add Parent Group from the available buttons.

• Give the group a name and click Save Changes.
• The group will be created, and you can add selected users.

2. Automatically through single-user upload

• Navigate to User Management > Users from the left-hand menu pane.
  • You will be presented with the 'Manage Users' table.
• On the left-hand side, you will see 2 options for User Creation, i.e. User (single) and Bulk Upload (multiple):

• Follow the steps for adding a single user.
• Select Yes for Create/Add to Subgroup(s) upon the point of upload.

• If you have enabled 'Create/Add Subgroup(s)', a grouping will be created based on the Department and GroupName value you provide for the user.
  • The Department value you use corresponds to a Parent User Group, and the GroupName value corresponds to a subgroup.
  • A Parent User Group can either contain a flat list of users or a list of subgroups that each contain users. 
  • A Parent Group cannot contain both users and subgroups at the same level, so it is important that you ensure the Department and GroupName you assign your user are correct; otherwise, they will not be added to the group based on the existing structure.

3. Automatically through Bulk-User Upload

• Navigate to User Management > Users from the left-hand menu pane.
  • You will be presented with the 'Manage Users' table.
• On the left-hand side, you will see 2 options for User Creation, i.e. User (single) and Bulk Upload (multiple):

• Follow the steps for Bulk Uploading users.
• Select Yes for Create/Add Subgroup(s) upon the point of upload:

• If you have enabled 'Create/Add Subgroup(s)', a grouping will be created based on the Department and GroupName value you provide for the user.
  • The Department value you use corresponds to a Parent User Group, and the GroupName value corresponds to a subgroup. 
  • A Parent User Group can either contain a flat list of users or a list of subgroups that each contain users. 
  • A Parent Group cannot contain both users and subgroups at the same level, so it is important that you ensure the Department and GroupName you assign your user are correct; otherwise, they will not be added to the group based on the existing structure.