Managing User Groups – Modalius

User groups help you organize users and assign permissions efficiently. Instead of setting permissions for each user individually, assign them to a group.

Built-In Groups

Modalius includes pre-configured groups for common use cases:

Group	Category	Purpose
View Only	Access	View all non-secret resources in the system
Organization Managers	Access	Manage all resources, excluding permissions, user groups, and users
Partner Relations	Role	Manage business units and partner relationships
EDI Support	Role	Manage files and orders, including modifying, replaying, and closing them
Technical Specialists	Role	Manage connections and credentials used in file exchanges with Modalius

Access vs. Role Groups: Access-based groups (like View Only and Organization Managers) set the overall level of system access. Role-based groups (like Partner Relations and EDI Support) enable specific day-to-day operational tasks. Users are often assigned one access group and one or more role groups.

Benefits of Groups

Easier permission management
Consistent access for similar roles
Quick changes - update the group, all members update
Clearer organization of users

Assigning Users to Groups

You can assign groups when inviting a user, or add them to groups later:

Navigate to Users
Click on the user
Find the Groups section
Add or remove group assignments
Save changes

Multiple Groups

Users can belong to multiple groups. Their effective permissions are the combination of all their groups. For example, a user in both "EDI Support" and "Technical Specialists" can manage files AND configure connections.

Recommended Group Combinations

Job Function	Suggested Groups
Operations Staff	EDI Support
Customer Service	View Only
Business Analyst	View Only + EDI Support
IT Administrator	Technical Specialists + Partner Relations
Full Access (non-admin)	Organization Managers

Removing Users from Groups

To remove a user from a group:

Navigate to the user's profile
Remove the group assignment
Save changes

The user loses permissions associated with that group immediately.