Create, Edit and Delete Groups
Learn how to create, edit and delete groups in Smarter Drafter Pro.
Overview
The Create, Edit, and Delete Groups guide provides a step-by-step explanation of how to create and manage groups within Smarter Drafter. Groups allow for streamlined permission management, ensuring consistent access controls across users for folders, forms, and submissions.
Learning Outcomes
By using this guide, you will learn how to:
- Create new groups and assign users to them.
- Set and manage permissions for groups across folders and forms.
- Edit group details to reflect changes in membership or permissions.
- Delete groups that are no longer needed to maintain an organised structure.