User groups in Audit Now help you organize users into manageable teams for easier permission handling, checklist access, and audit assignments. Whether you're structuring teams by department, location, or role, setting up user groups keeps things streamlined.
Step-by-step: How to create a user group
Go to Settings
On the left-hand menu, scroll down to the Settings section.
Click on User Groups.
Click “New Group”
On the top-right corner of the User Groups page, click the New Group button.
Name your group
Enter a clear and descriptive name for your group (e.g., Warehouse Inspectors, Safety Team - West Branch).
Add users to the group
You can add users to the group directly while creating it.
Click on the field under “Users” and start typing a user’s name or email to add them.
Save the group
Once you've added your users and confirmed the group name, click Create Group to create your group.
Edit or delete groups anytime
You can manage your groups by clicking on a group name to view or edit it.
Need to remove a group? Use the options menu (three dots) next to the group name. Please note that removing a group doesn't delete the historical transactions related with the group. Removed group becomes unusable while assigning audits.
Tips for using User Groups effectively
Access control: Assign checklists and audit schedules to specific groups instead of individuals to save time.
Reporting: Filter analytics by group to see performance trends and compliance levels for different teams.
Scaling made simple: As your organization grows, user groups help reduce admin overhead and ensure consistent permissions.
Next article: Create your first checklist →