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Creating user groups in AllPay

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Objectives:

Set up user groups in AllPay, the platform from AllianceHCM. These user groups are made up of AllPay users, and each user group can have its own permissions to be a part of processes like workflows in AllPay.

What's in this article?

An overview of creating user groups in AllPay.

💡Good to know: Only AllPay users can be members of user groups. You may already have user groups set up in your version of AllPay from your implementation.

AllianceHCM tips: Keep an eye out for tips from our experts!


Create a user group

  1. From the Configuration section of AllPay, hover over the Security menu along the top navigation and choose User Groups

  2. Click on the Add New option near the top lefthand side of your User Groups section

  3. Define the name of your user group in the Group Name field

  4. Then add individuals to your user group by clicking on the Add button under the User Group Members section

  5. Choose a User Group Member from the User Name drop-down in the popup
    • AllianceHCM tip: If you don't see someone's name on the list, make sure they are already an AllPay user. Only AllPay users can be members of user groups

  6. Click on Save to add that person as a User Group Member

  7. Continue adding User Group Members as needed, and continue creating User Groups as needed
    • AllianceHCM tip: You can see the members of any user group by clicking on the User Group to select it and then seeing its members in the User Group Members section

From your AllPay dashboard...

mypay-set-up-2.png

Click on Configuration

02-configuration.png

Select User Groups from the Security menu

03-security-user-groups.png

Click on Add New

04-add-new-user-group.png

Define the Group Name

05-define-user-group-name.png

Add people in the User Group Members section by clicking Add

06-add-user-group-members.png

Choose a User Group Member from the User Name drop-down

07-choose-user-group-member.png

Save

08-save-user-group-member.png

Continue adding User Group Members and creating User Groups as needed. See the members of any user group by selecting it and seeing members in the User Group Members section

09-see-user-group-members.png

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