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Avalara Help Center

Create a user group

As a manager or administrator, you can create a user group and add the required users to a group. 

Steps

  1. On the right side of the navigation bar, select the drop-down arrow, and then select Setup
  2. Go to Security > User groups
  3. Select New user group, and then enter the group name and description. 
  4. Select the Active dropdown list, and then select Yes to activate the user group.  
  5. Select Save
  6. Select the Users tab, and then select Associate users to find and add existing users in the user group.  
  7. Review or amend the following information: 
    • To access or change the license managed by all users in this group, select the Managed licenses tab. 
    • To view, edit, access, or change the contract managed by all users in this group, select the Managed contracts tab. 
    • To view or change the batch managed by all users in this group, select the Managed batches tab. 
    • To view or change the lease managed by all users in this group, select the Managed real estate leases tab. 
    • To view, edit, or change violations managed by all users in this group, select the Managed violations tab. 
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