{"id":4935,"date":"2026-10-21T15:16:48","date_gmt":"2026-10-21T15:16:48","guid":{"rendered":"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4935"},"modified":"2026-10-21T15:49:49","modified_gmt":"2026-10-21T15:49:49","slug":"setting-up-users-and-groups","status":"publish","type":"page","link":"https:\/\/bizwiziq-help.bizwiziq.com\/?page_id=4935","title":{"rendered":"Setting Up Users and Groups"},"content":{"rendered":"

Getting Started \u2014 Article 5 of 11<\/strong><\/p>\n

bizwizIQ Order Manager allows you to create individual user accounts and organize users into groups.<\/p>\n

Each user can have their own login credentials and security permissions. Groups make it easier to manage access by allowing multiple users to share security settings and email configurations.<\/p>\n

Before your employees begin using Order Manager, you should create a user account for each person who needs access.<\/p>\n

Step 1: Open User and Group Management<\/h2>\n

To access user and group management:<\/p>\n

    \n
  1. Log in to bizwizIQ Order Manager.<\/li>\n
  2. Select the USER\/GROUPS<\/strong> tab.<\/li>\n
  3. Open the User\/Group Administrator<\/strong> area.<\/li>\n<\/ol>\n

    From this area, you can work with existing users and groups or create new ones.<\/p>\n

    \"\"<\/span><\/p>\n

    Step 2: Create a User Account<\/h2>\n

    Each employee who uses Order Manager should have their own user account.<\/p>\n

    To create a user:<\/p>\n

      \n
    1. Select User<\/strong> as the record type.<\/li>\n
    2. Click New<\/strong> to open the Maintain User window.<\/li>\n
    3. Enter the information required for the new user.<\/li>\n
    4. Configure the user’s available settings and permissions.<\/li>\n
    5. Save the new user account.<\/li>\n<\/ol>\n

      Creating individual user accounts helps ensure that employees have the appropriate access to Order Manager.<\/p>\n

      \"\"<\/span><\/p>\n

      Step 3: Understanding Groups<\/h2>\n

      Groups allow you to organize users who perform similar functions within your business.<\/p>\n

      For example, you might create groups for:<\/p>\n