---
title: "Groups"
slug: "groups-1"
updated: 2026-07-30T09:40:05Z
published: 2026-08-11T11:45:59Z
canonical: "help.idibilling.com/groups-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Groups

Tasks can be assigned to a specific user or to a group of users. To assign a Task to a group of users, those users must belong to the same User Group. User Groups are managed on the Configure User Groups page.

**Configure > Groups** on the menu bar opens the Configure User Groups page. On this page you can add, modify, and delete a User Group.

**Show picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80534.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A37Z&se=2026-11-14T11%3A57%3A37Z&sr=c&sp=r&sig=gK5d4j%2BpLPATBGKr6lmMUZ3YDidvwnyOvQmuywzoKUo%3D)

The **Available User Groups** area displays a list of User Groups. All active and inactive User Groups are displayed in this list.

- To ***limit*** the number of User Groups displayed, enter part of the User Group ***Name*** and click **Search.**
- To ***view*** the details of a User Group, select its Name. The right side of the page displays the group's Name, Description, whether the User Group is Active, and the Users assigned to the group.
- To ***create*** a User Group, click ***Create Group***.

**More**

To create a new User Group:

  1. Click ***Create Group***. The Configuration for User Group is displayed.

**Show picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/72887.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A37Z&se=2026-11-14T11%3A57%3A37Z&sr=c&sp=r&sig=gK5d4j%2BpLPATBGKr6lmMUZ3YDidvwnyOvQmuywzoKUo%3D)
  2. Enter a ***Name*** for the User Group.
  3. Enter a ***Description*** of the User Group, if desired.
  4. Select the Group Members to be associated with this group.

**Show picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/72890.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A37Z&se=2026-11-14T11%3A57%3A37Z&sr=c&sp=r&sig=gK5d4j%2BpLPATBGKr6lmMUZ3YDidvwnyOvQmuywzoKUo%3D)
  5. Click **Save**.
- To ***edit*** a User Group, select the group to display its details (including users), make your changes, and click **Save.**
- To ***delete*** a User Group, hover over the last column of that group's name and click the remove button ![RedXRemoveButton](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75081.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A37Z&se=2026-11-14T11%3A57%3A37Z&sr=c&sp=r&sig=gK5d4j%2BpLPATBGKr6lmMUZ3YDidvwnyOvQmuywzoKUo%3D). A confirmation is displayed. Click **OK** to remove the group.

> [!NOTE]
> Note
> 
> If a User Group is (or has ever been) assigned to a Task, it cannot be deleted. Changing the User Group's status to **Inactive *prevents if from being displayed in drop-down lists.***