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

• Manually
• Automatically through single-user upload
• Automatically through Bulk-user upload.

1. Manually

• Navigate to User Management → User Groups from the left-hand menu pane.
• On the right-hand side, click Add Parent Group from the available buttons.

• Enter a name for the group and click Save Changes.
• The group will be created, and you can then 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 two options for User Creation: User (single) and Bulk Upload (multiple).

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

• If you enable Create/Add Subgroup(s), a grouping will be created based on the Department and GroupName value you provide for the user.
  • The Department value corresponds to a Parent User Group.
  • The GroupName value corresponds to a Subgroup.

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 two options for User Creation: User (single) and Bulk Upload (multiple).

• Follow the steps for bulk uploading users.
• Select Yes for Create/Add Subgroup(s) during the upload process.

• If you enable Create/Add Subgroup(s), a grouping will be created based on the Department and GroupName value you provide for the user.
  • The Department value corresponds to a Parent User Group.
  •  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. Therefore, ensure the Department and GroupName values you assign are correct; otherwise, the user will not be added to the group based on the existing structure.