User Groups allow you to organize team members by roles and access levels, enhancing team management and streamlining approval workflows. This feature enables you to assign specific user groups to review and approve content efficiently, simplifying the content review process.
In this guide, we'll talk about the steps on how to create, manage, and effectively utilize user groups in approval workflows.
- How to create and add team members to user groups
- How to manage user groups
- Assigning user groups to approval workflows
🎥 Video Guide
How to create and add team members to user groups
1. To create a user group, go to Settings → Team Members.
2. Find the user you want to add to a group and hover to the action menu (three dots) on the far right. Then, click Edit.
3. Once the user's team member settings is open, click Continue then scroll down until you see User role. Start typing to add a new user group, or click on the dropdown to select an existing one.
4. Don't forget to hit Save once you're done.
How to manage user groups
1. On Settings → Team Members, hover to the action menu of a user on the far right. Then, click Edit.
2. Click on the gear icon next to the user role bar to manage your user groups.
3. Here, you can add, edit, and remove user groups.
4. When you go to your settings, you can also filter users per profile group and/or user group.
Assigning user groups to approval workflows
You can assign users groups as approvers in your approval workflow, so you won't have to manually add each team member to a step.
1. Under your Publishing Settings, go to Approval Workflows.
2. Hover to the workflow you wish to edit and click the action menu on the far right. Then, click Edit.
3. Once the workflow settings is open, go to the step you wish to assign a user group to then click on the dropdown to select and add one.
4. Don't forget to hit Save workflow afterwards.
Need further help?
If you have any questions or need additional help, feel free to contact our awesome support team. We are here to assist you! 💙
Related readings:
Adding users and setting up permissions
Changing user permissions in your organization
Creating Post Approval Workflows
----
Sign-up now and enjoy Vista Social's fully featured free plan as you get started, or try our full toolkit priced to make social media management affordable!