Set up groups

A group is a collection of users — usually a team or department, like Operations, Maintenance, or Safety. Groups make access and assignment far easier to manage, because you grant and assign to the group rather than to each person one by one.

Who can do this: owners and admins. Where: Administration → Users / Groups / Sites → Groups.

What groups are for

Groups help you:

• Organize teams — group users by department or function.
• Control access — restrict templates and sites to specific groups.
• Simplify management — assign permissions and work to a group instead of to individuals.
• Enable collaboration — people in the same group can share resources easily.

CMMS note: if your organization integrates with an external CMMS, groups are maintained there and synchronized into LambdaAssetCheck, so group management here is view-only.

Create a group

1. Go to Administration → Users / Groups / Sites → Groups and select Create group.
2. Enter a Name and Description.
3. Select Save group.

Assign users to a group

1. In the Groups list, select the group.
2. In the Actions column, select Manage Users.
3. On the Members of [Group] panel, select Add Users.
4. Choose the users to add and select Add (N) User(s).

Tip: assign sites to groups, and users to those groups, so access flows from group membership. It's much less to maintain than assigning each user to sites individually.

Make a group inactive

1. In the Groups list, select the group.
2. In the Actions column, select Mark the group inactive and confirm.

The status changes to Inactive, and the action button changes color — use it again to reactivate the group.

Related articles

• Set up sites
• Manage your users
• Set up roles and permissions