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This article applies to:

  • Product: Pagero Online

User and group management for Compliance Hub

Add users, create groups, and assign roles in OCH.
Manage user access and permissions in Compliance Hub to ensure team members have appropriate roles and group memberships.
  1. Add a user.
    1. Go to
      Administration
       and then
      Users
      .
    2. Select
      Add User
       and enter
      name
      ,
      email
      , and
      username
      .
    3. Assign the Administrator, Contributor, Reader, or a custom role.
    4. Associate the user with your tenant.
    5. Save and send the activation or make sure SSO entitlement.
  2. Create a group.
    1. Open
      Administration
      , the select
      Groups
      .
    2. Select a
      New Group
       and name it, for example, EMEA Tax.
    3. Add members and set default permissions.
    4. Save and use the group in a page sharing and views.
You can now manage user access and group permissions for your Compliance Hub environment.
tip
  • 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.
Troubleshooting
  • User can't see OCH:
     Make sure tenant association and role.
  • Group permissions not applied:
     Re-sync group membership or role inheritance.

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