Creating User Groups

User Groups allow you to limit certain categories to a particular group of users.

1. Go to the admin panel by clicking on your username in the top right and select ADMIN.

 

2. In the ADMIN PANEL, click on the USERS TAB. Select USER GROUPS



3. Click the NEW USER GROUP button.


4. Add a TITLE and description for your USER GROUP. Make sure to complete all the Required Fields (*)

 

5. You can limit the fonts available to your group of users. They will see the font options you selected when they edit a template. 

6. Make sure to click on CREATE USER GROUP for the changes to save. 

7. Now assign your users to the User Group. In the ADMIN PANEL, click on the USERS TAB. Select USERS. 

Screenshot 2025-08-01 at 3.31.11 PM

8. Search the user you would like to add to the User Group. Click on the ACTIONS dropdown menu and select EDIT USER. 

Edit User

9. Scroll to the ORGANIZATION section and click the dropdown menu next to GROUPS. Select the user group you would like to assign the user to. 

Organization > Groups

Groups

10. Update User 

Update User

11. Now you can limit categories to specific user groups. In the ADMIN PANEL, click on the CATEGORIES TAB. Select CATEGORIES. 

Categories

12. Choose the category you would like to limit to a user group. Click the ACTIONS dropdown menu and select EDIT CATEGORY.  

Edit Category

13. Scroll down to the RESTRICTIONS section. Click the checkbox next to Limit to selected User Groups, select the checkbox of the User Group ID and Update Category

Restrictions > User Groups