Manage agency user groups

User groups let you create teams of people to manage specific locations or location groups. By creating a user group, you're grouping together people you want to have the same level of access to certain locations. 

Anyone in your organization can create a user group. You can add people to a user group as owners or members. Here's a summary of the different capabilities of each role:

Capability Organization owner Organization member User group owner User group member
View all users in user group
Create user group    
Edit user group name
Add and remove users from user group  
Change a user's role  
Delete user group  

Create a user group

To create a new user group:

  1. Sign in to manage your Business Profile.
  2. Click Manage users. (If you're part of multiple organizations, make sure to choose the right organization first.)
  3. Click Create user group.
  4. Enter the name of your group.
  5. Click Create group.
  6. Start adding owners and members.

Add owners and members

In order for a user to be added to a user group, their account must not directly own or manage any locations or location groups. Members of a user group can only manage locations that are associated with an organization.

To add an owner or member to a user group:

  1. Sign in to manage your Business Profile.
  2. Click Manage users. (If you're part of multiple organizations, make sure to choose the right organization first.)
  3. Click Menu Menu for the user group and choose Manage.
  4. Add the email address of the user you want to invite. You can invite them to be an owner or member of the user group.

Remove owners and members

To remove an owner or member from a user group:

  1. Sign in to manage your Business Profile.
  2. Click Manage users. (If you're part of multiple organizations, make sure to choose the right organization first.)
  3. Click Menu Menu for the user group and choose Manage.
  4. Click Remove Remove for the person you want to remove.
  5. Click Remove.

Transfer primary ownership of a user group

To transfer primary ownership of a user group:

  1. Sign in to manage your Business Profile.
  2. Select the organization from the drop-down menu.
  3. Click Manage users.
  4. Under "User groups", find the user group and click Manage.
  5. Locate the user you want to transfer ownership to.
  6. Click Down arrow Down arrow next to the user's name and choose Primary Owner. (You'll only see this option if you're the primary owner.)
  7. Click Transfer to confirm that you want to make this user the primary owner.
  8. Click Done.

Delete a user group

Before you delete a user group, you must first remove or transfer any users within it. Deleting a user group can't be undone.

To delete a user group:

  1. Sign in to manage your Business Profile.
  2. Click Manage users. (If you're part of multiple organizations, make sure to choose the right organization first.)
  3. Click Menu Menu for the user group and choose Delete.
  4. Click Delete.

 

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Get help from Small Business Advisors

Want to receive one-on-one guidance and tailored recommendations on how to make the most out of your Business Profile? Try booking an appointment with Small Business Advisors.


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