---
title: "Managing Users and Groups"
slug: "managing-users-and-groups"
updated: 2025-11-13T13:27:00Z
published: 2025-11-13T13:27:00Z
canonical: "kb.easysend.io/managing-users-and-groups"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://kb.easysend.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Users and Groups

## Article Overview

The following article describes how to manage users and groups using the options found under the Settings Tab. It details how to:

- Invite users and apply roles and permissions
- How to edit users infromation
- How to create and edit groups

## The Settings Tab

(See **Figure 1**)

The Settings Tab (1) contains two options:

- Customer Settings (2) - opens the Customer Settings screen for configuring different settings such as the availability of features in your environment.
- Users Management (3) - opens the users management screen for managing roles and permissions for users and groups.

NOTEThe following article does not cover Customer Settings.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1725276422805.png)

**Figure 1: Settings Tab**

## Users Management

(See **Figure 2**)

The users management screen contains two options:

- Users Groups (1) - displays the Groups section for creating and managing groups.
- Users (2) - displays the Users section for managing platform users.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1725276556549.png)

**Figure 2: Users Management Screen**

## Users

(See **Figure 3**)

This section enables you to manage platform users and assign them different roles and permissions. It contains a button inviting new users to your Builder environment (1) and a list of existing users (2) with the following information:

- User Name
- Email
- Role
- Group

NOTEWhen a new user has been invited and has yet to activate their account, an indicator will appear:  
![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1721136707490.png)

The list can be filtered by:

- Searching for a user's name or email (3).
- Selecting a role (4).
- Selecting a group (5).

The pencil icon (6) enables you to edit existing user details, for additional information see the [Edit User Details](/v1/docs/managing-users-and-groups#edit-user-details) section.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1725276583334.png)

**Figure 3: Users**

### Invite New User

(See **Figure 4** to **Figure 6**)

After clicking the + Invite New User button the user details section appears. It contains the following information:

- User initials placeholder (1).
- First Name (2).
- Last Name (3).
- Email (4).
- User Login (5):
  - Email and password.
  - Google (for internal EasySend usage only).
  - Permissions granted based on (6):
    - User - permissions will be granted based on a role and will be executed on selected business groups (7). The roles are:
      - Super Admin - manages users and groups, edits permissions, and has full access to all builder and monitoring capabilities.
      - Admin - manages users and groups, edits permissions, and has integration permissions with SSO configuration.
      - Super Builder - manages, edits, and deploys all builder modules (processes, themes, validations, and integrations) and has limited access to monitoring capabilities.
      - Builder - creates, edits, and deploy digital processes.
      - Business Manager - has full access to the platform business and insights applications (Reports, Analytics, Transaction Tracking).
      - Agent - initiates EasySend processes and EasySign forms and accesses full monitoring capabilities.
    - Group - permissions will be granted based on a group created with the Users Groups option (See **Figure 5**).

NOTEFor additional information about Users Groups, see the [Users Groups](/v1/docs/managing-users-and-groups#users-groups) section.NOTEPlease note that when selecting a Super Admin role, the permissions will be applied to all the environment's business groups automatically. 

- Grant access to Business Insights (BI) analytics dashboards (8) - this toggle grants the user access to BI analytics dashboards and will appear only if BI analytics dashboards exist in your environment.
- Send Invite (9) - sends an invite email to the user (**See Figure 6**).
- Cancel (10) - cancels and closes the section.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1721144042512.png)

**Figure 4: User Details 1 of 2**

**![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1721290880823.png)**

**Figure 5: User Details 2 of 2**

**![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1721291128918.png)**

**Figure 6: Invite Email**

### Edit User Details

(See **Figure 7**)

When clicking the ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1721292083661.png) icon the user details section appears allowing you to edit the details of the user (besides email) and perform additional actions:

- Resend the password (1).
- Delete the user (2).

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1721292548723.png)

**Figure 7: Edit User Details**

### Users Groups

(See **Figure 8**)

This section enables you to create and manage groups to efficiently assign permissions to sets of users. It contains a button creating a new group (1) and a list of existing groups (2) with the following information:

- Group Name.
- Description.
- Business Groups - specifies the attached business groups.
- Role - specifies the attached role.
- Members - specifies the members enrolled in the group.

The list can be filtered by searching for a group's name (3). The pencil icon (4) enables you to edit existing group details (4).

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1725276646122.png)

**Figure 8: Groups**

### Creating a Group

(See **Figure 9**)

After clicking the + Create New Group button the group details section appears. It contains the following information:

- Group Name (1).
- Description (2).
- Business Groups (3).
- Role (4):
  - Super Admin - manages users and groups, edits permissions, and has full access to all builder and monitoring capabilities.
  - Admin - manages users and groups, edits permissions, and has integration permissions with SSO configuration.
  - Super Builder - manages, edits, and deploys all builder modules (processes, themes, validations, and integrations) and has limited access to monitoring capabilities.
  - Builder - manages basic builder modules (not process deployment).
  - Business Manager - has full access to the platform business and insights applications (Reports, Analytics, Transaction Tracking).
  - Agent - initiates EasySend processes and EasySign forms and accesses full monitoring capabilities.
- Save (5) - creates a new group.
- Cancel (6) - cancels and closes the section.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1721296842110.png)

**Figure 9: Creating a New Group**

### Edit Group Details

(See **Figure 10**)

When clicking the ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1721292083661.png) icon the group details section appears allowing you to edit the details of the group and perform additional actions:

- View group members (1).
- Delete the group (2).

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1721644676441.png)

**Figure 10: Editing a Group**

## Using Groups with Single Sign-On (SSO)

(See **Figure 11**)

When SSO is enabled in your Builder environment you cannot manually assign permissions to a user directly or by using a group. With SSO, the way to assign permissions is by providing a group ID that is identical to the group ID that appears in your active directory.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1736782327185.png)

**Figure 11: Create New Group with SSO**

When there's a match between the group IDs the user will receive Builder permissions. If a user is assigned to multiple groups in your Active Directory, we support multiple group assignments as long as each group exists with the same ID in the EasySend Builder.