View User Group Details

The View User Group screen allows you to view details for individual user groups, including name, description, and roles. A 'user group' in Rev.io PSA is a defined set of roles and users in your database. 

User groups allow you to categorize certain segments of your users and assign roles/permissions to the whole group at once.

Each field on the View User Group screen is defined below.

No.LabelDefinition
1User Group NameName of the user group.
2DescriptionDescription for the user group.
3Roles Added to User GroupA checkmark displays next to roles added to the user group.
4Users in User GroupFirst name, last name, email address, and job title for users in the user group.

These actions are available on the View User Group screen.

  • Edit the user group by clicking the Edit User Group button at the top of the screen. See the Add/Edit User Groups article for more information.
  • Sort each column in the Users in User Group table by clicking the column label.

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