You have two options: either create a new user or assign an existing user to one of your groups.

Click the green button labeled ‘Add new user’ to create a new user:
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Then, fill in the following user details:

Click the green button labeled ‘Save’ once you have filled in the relevant information.

In this example, we want to move the user 'Frederik Bock-Madsen' to the group 'HR'.
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Start by ticking the checkbox next to the user's name:

Next, click the white button labeled ‘Add’.
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As you can see, 'Frederik Bock-Madsen' is now listed alongside the other members of the group.

Additional group-related features will be explained in the 'Groups' section.

You can add new groups or edit settings for existing ones from this section.

Click the green button labeled 'Add new group' to create a new group:
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Enter the Name and optionally a Description of the group, then click 'Save' to confirm.
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As shown in the image above, the new group has now been created. You can proceed to add members by following the steps described in the 'Users' section.

You have now created and added members to a new group. Next, click the framed area to edit the group:
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Here, you have the option to edit both the Name and Description of the group.

For demonstration purposes, three users have been added — each representing a possible role assignment within the group:

This role is limited to sending documents for signature and using other available frontend features. Users assigned the 'Member' role cannot create templates or make administrative changes to the account settings. A user with this role can only view and edit their own transactions but can be added to multiple groups if needed.

This role has slightly fewer permissions than the Group Administrator. Users with this role can view and edit transactions within the group but have limited access under settings, with access only to the ‘Validation’ feature. They cannot create new templates or Forms. This role provides restricted access but allows for monitoring group activity.

This role has fewer permissions than an Administrator, as a Group Administrator manages specific groups within the account rather than the entire account. When a new group is created, one or more users can be assigned the Group Administrator role. Users with this role can view all transactions within the group and create or edit templates tied to that group. Unlike full Administrators, Group Administrators cannot add new users to the account or modify overall account settings.

To remove a member from the group, click the trash bin icon to the right of the ‘Role’ dropdown menu.

You will be prompted with the question: ‘Do you really want to delete this user?’ Confirm by clicking ‘Yes’ to proceed:

Please note: This action only removes the user from the group; it does not delete the user from the system entirely.

You have the option to deactivate the group. When the group status is set to 'Deactivated', the group name, description, members, and roles are saved.
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However, 'Forms' and 'Templates' are removed from the lists and will only reappear when you click 'Activate'. Click 'Save' to confirm the change.

You also have the option to delete the group from your overview:
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NOTE: When you delete a user group, any templates exclusive to that group will also be deleted and will no longer be available to any users, regardless of their roles.
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If you still want to delete the group but wish to keep the templates, we recommend clicking ‘Delete group and move templates to default group’ before clicking ‘Delete’.