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User and group management for Compliance Hub
- Add a user.
- Go toAdministrationand thenUsers.
- SelectAdd Userand entername,email, andusername.
- Assign the Administrator, Contributor, Reader, or a custom role.
- Associate the user with your tenant.
- Save and send the activation or make sure SSO entitlement.
- Create a group.
- OpenAdministration, the selectGroups.
- Select aNew Groupand name it, for example, EMEA Tax.
- Add members and set default permissions.
- Save and use the group in a page sharing and views.
- Use groups for large audiences and assign roles at group level.
- Keep a least-privilege model—grant only what's needed.
- Periodically review inactive users and access audits.
- User can't see OCH:Make sure tenant association and role.
- Group permissions not applied:Re-sync group membership or role inheritance.
This article applies to:
- Product: Pagero Online
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