Set up, edit or remove groups

Setting up groups of Landonline users for your firm is a quick way to assign them privileges. Otherwise you'd need to add privileges one-by-one to each user's profile.

Review groups

1: Go to your Account management page.

Select the righthand menu icon. 

Select Account management from the menu.

You'll be taken to the Account Management page for your firm.

2: Open the Groups tab.

Select the Groups tab.

In this tab you can view group names and assigned privileges for each group.

3: View group information.

To view the users and privileges for each group, select the group name.

A Group information panel will open.

You can edit an existing group or add a new group.

Add a new group

1: Select +Add new group.

To make a new group select +Add new group.

A New group panel will appear.

You must enter a name in the Group name field. Adding a description is optional.

2: Add privileges.

In the Privileges section, select the + to bring up a list of privileges.

Tick the checkbox next to a privilege to add it.

Privileges will appear in the Privileges section.

Click anywhere on the panel to close the list.

Remove privileges

Select the X beside a privilege to remove it.

3: Add users.

In the Users section, select the + to bring up a filter and list of users.

Type into the filter to quickly find a user.

Tick the checkbox next to a user to add them. You can add multiple users at a time.

The users ID and name will appear in the Users section.

Click anywhere on the panel to close the list.

Remove a user

To remove a user hover over the end of the user row. 

A red delete icon will appear. Select this to remove the user.

4: Create the group.

Select Create group to save the group, or Discard to remove it.

Select the X at the top right of the panel to close it, if needed.

Edit a group

Start from the Groups tab on your Account management page.

Select the group name of the group you wish to edit.

The Group information panel will open.

You can type into the Group name and Description fields to change them.

You can select the + to bring up a list or privileges.

Then tick the checkboxes next to privileges to add them to the group.

Click anywhere to close the list again.

You can select the X next to a privilege to remove it from the group.

You can select the + to bring up a filter and a list of users.

Use the filter to bring up users quickly, then tick the checkboxes to add them to the group.

Click anywhere to close the list.

Hover over the row of a user to bring up the red delete icon. Select this to remove a user from the group.

Once you've made your changes, select Save to save them, or Discard to remove them.

Remove a group

To remove a group, select the Group name to open the Group information panel.

Select Delete group.

A warning will appear.

Review your users and select Delete.

A confirmation will appear and the group will be removed from the list.