Groups

Within Users & Groups, you can organize users into groups with special permissions.

In the Groups area, you can control access for each of the different Banno apps by group and give access to various permissions within each app such as the ability to view, manage, edit, delete, and publish. You can also control whether your administrative users can view and edit these group settings.

Note: Before adding users, you'll want to have at least one group created.
  • Permissions best practices
    This topic offers advice and best practices for getting started with groups and permissions, removing the barrier between getting started and implementing your workflow like a pro.
  • Managing groups
    Your institution can create and manage permissions for various user groups to fit your needs.
  • View-only permissions for institution users
    If you want some of your institution's employees to be able to view data within your Banno apps but not have the ability to make changes, you can create groups with view-only access to certain parts of the Banno Platform.
Parent topic: Users & Groups