---
title: User Management Groups
description: Create Group, or Team permissions
---

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1. [G2Mint User Guide](https://help.g2mint.com/en/g2mint-user-guide?hsLang=en)
2. [User Management](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en)
3. [User Management Groups](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#user-management-groups)

May 21, 2025

# User Management Groups

## Invite and assign Users into roles that dictate the permissions and access

### **Last Updated: May 20, 2025**

### **Applies to:**

*Shippers, Brokers, Carriers, and Partners*

### Common Scenario(s)/Challenge (s):

User Management acts as a centralized hub for efficiently managing all Users within your system. This feature allows you to effectively administer users within all accounts, ensuring that each individual is granted the appropriate access level according to their specific roles and responsibilities. From this hub, an administrator can manage User roles, accessibility and security restrictions.

### **Solution Overview:**

Users are divided into two main types: Internal Users and External Users. Internal Users are employees associated with the Licensed Account, while External Users include clients or vendors who have been invited to access the account. For example, if the primary account is a Broker, and they want to provide “guest access” to a Carrier vendor, there are editable default allowances for that Carrier within the User Management section.

To enhance security, both user types must establish their accounts via an email invitation. This procedure guarantees that each user receives customized access to the system, aligned with their specific roles and information requirements. This user classification not only bolsters security by restricting access to data pertinent to each user's role but also streamlines user management, enabling more efficient processes for adding, modifying, or deactivating user accounts as necessary.

Groups within User Management allow the ability to assign a User to a "team," for example, Sales Team or Finance Team.

### **Create a User Management Group:**

1\. Select "User Name" in upper right corner.

![Click 'User Name'](https://static.guidde.com/v0/qg%2F2fhrh6Gcx4Tlx7vWhviXlZl3R4S2%2F8e1N9ETBi6NXi7DC8bDJWr%2FhMor6XMdvsdqLNLoWEKjbC_doc.png?alt=media&token=134787ef-8f79-4cd7-993c-0e24423cfc9e)

2\. Navigate to "User Management" from the dropdown.

![Click 'User Management'](https://static.guidde.com/v0/qg%2F2fhrh6Gcx4Tlx7vWhviXlZl3R4S2%2F8e1N9ETBi6NXi7DC8bDJWr%2F8R5iMu4LeVhvAug8g8saB6_doc.png?alt=media&token=5b097cd6-ec8a-4dff-b0e5-f803964da2e4)

3\. Select Groups from the top navigation bar.

4\. Create groups and add desired Users to Groups.

 

 

- [Getting started](https://help.g2mint.com/en/g2mint-user-guide/getting-started?hsLang=en#main-content)

    - [Shipper client Account](https://help.g2mint.com/en/g2mint-user-guide/getting-started?hsLang=en#shipper-client-account)
- [My Account](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#main-content)

    - [My Account Contacts](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-contacts)
    - [My Account Services & Capabilities](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-services-capabilities)
    - [My Account Admin](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-admin)
    - [My Account Locations](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-locations)
- [User Management](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#main-content)

    - [User Management Groups](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#user-management-groups)
    - [User Management Roles](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#user-management-roles)
    - [User Management Users](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#user-management-users)
- [Default Settings](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#main-content)

    - [Default Settings Accessorial](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-accessorial)
    - [Default Settings App Customization](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-app-customization)
    - [Default Settings Rate Expiration](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-rate-expiration)
    - [Default Settings Margin Thresholds](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-margin-thresholds)
    - [Default Settings Finance/ Invoicing](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-finance-invoicing)
    - [Default Settings Finance/ Billing](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-finance-billing)
    - [Default Settings Documents](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-documents)
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    - [Falvey Insurance](https://help.g2mint.com/en/g2mint-user-guide/integrations?hsLang=en#falvey-insurance)
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    - [Engage Admin](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-admin)
    - [Engage Settings](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-settings)
    - [Engage Services and Capabilities](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-services-and-capabilities)
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    - [Quotes](https://help.g2mint.com/en/g2mint-user-guide/build?hsLang=en#quotes)
- [Manage Shipments](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#main-content)

    - [Manage Shipments: Overview](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-overview)
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    - [Manage Shipments: Associated BOL](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-associated-bol)
    - [Manage Shipments: Orders](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-orders)
    - [Manage Shipments: Notes & History](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-notes-history)
    - [Manage Shipments: Documents](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-documents)
    - [Manage Shipments: Financials](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-financials)
    - [Manage Shipments: Tracking Events](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-tracking-events)
    - [FAQ](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#faq)
    - [Waterfall Tendering](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#waterfall-tendering)
- [Agreements- Freight](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#main-content)

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    - [Agreements- Freight: Validation](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#agreements-freight-validation)
    - [Agreements- Freight: Header Information](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#agreements-freight-header-information)
    - [Carrier Webservice Instructions](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#carrier-webservice-instructions)
- [Carrier Bill Management](https://help.g2mint.com/en/g2mint-user-guide/carrier-bill-management?hsLang=en#main-content)

    - [Statuses](https://help.g2mint.com/en/g2mint-user-guide/carrier-bill-management?hsLang=en#statuses)
- [Managing Client Invoices](https://help.g2mint.com/en/g2mint-user-guide/managing-client-invoices?hsLang=en#main-content)

    - [Approve Client Invoices](https://help.g2mint.com/en/g2mint-user-guide/managing-client-invoices?hsLang=en#approve-client-invoices)
- [FAQs](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#main-content)

    - [Manage Shipments](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#manage-shipments)
    - [User Management](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#user-management)
    - [Documents](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#documents)
    - [Engage-Accounts](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#engage-accounts)
- [G2Mint Support](https://help.g2mint.com/en/g2mint-user-guide/g2mint-support?hsLang=en)
- [Release Notes](https://help.g2mint.com/en/g2mint-user-guide/release-notes?hsLang=en)
- [Engage Locations](https://help.g2mint.com/en/g2mint-user-guide/engage-locations?hsLang=en)
- [Engage Contacts](https://help.g2mint.com/en/g2mint-user-guide/engage-contacts?hsLang=en)
- [General](https://help.g2mint.com/en/g2mint-user-guide/general?hsLang=en)
- [Reports](https://help.g2mint.com/en/g2mint-user-guide/reports?hsLang=en)
- [Engage](https://help.g2mint.com/en/g2mint-user-guide/engage?hsLang=en#main-content)

    - [Accounts](https://help.g2mint.com/en/g2mint-user-guide/engage?hsLang=en#accounts)
- [Agreements](https://help.g2mint.com/en/g2mint-user-guide/agreements?hsLang=en#main-content)

    - [Custom Freight Agreements](https://help.g2mint.com/en/g2mint-user-guide/agreements?hsLang=en#custom-freight-agreements)
    - [FAK Table](https://help.g2mint.com/en/g2mint-user-guide/agreements?hsLang=en#fak-table)
    - [Billing Agreements](https://help.g2mint.com/en/g2mint-user-guide/agreements?hsLang=en#billing-agreements)
- [Manage](https://help.g2mint.com/en/g2mint-user-guide/manage?hsLang=en#main-content)

    - [Shipments](https://help.g2mint.com/en/g2mint-user-guide/manage?hsLang=en#shipments)
- [Dispatch](https://help.g2mint.com/en/g2mint-user-guide/dispatch?hsLang=en)
- [API Management](https://help.g2mint.com/en/g2mint-user-guide/api-management?hsLang=en)
- [Workflow](https://help.g2mint.com/en/g2mint-user-guide/workflow?hsLang=en)
- [The Grid View](https://help.g2mint.com/en/g2mint-user-guide/the-grid-view?hsLang=en)
- [Manage Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#main-content)

    - [Manage Quotes: Notes & History](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#manage-quotes-notes-history)
    - [Manage Quotes: Overview](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#manage-quotes-overview)
    - [Manage Quotes: Rate Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#manage-quotes-rate-quotes)
- [Manage Orders](https://help.g2mint.com/en/g2mint-user-guide/manage-orders?hsLang=en)
- [Manage Loads](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#main-content)

    - [Manage Loads: Orders](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-orders)
    - [Manage Loads: Overview](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-overview)
    - [Manage Loads: Financial](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-financial)
    - [Manage Loads: Rate Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-rate-quotes)
    - [Manage Loads: Notes & History](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-notes-history)
    - [Manage Loads: Tracking Events](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-tracking-events)
    - [Manage Loads: Associated BOL](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-associated-bol)
    - [Manage Loads: Documents](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-documents)
- [Manage Exceptions](https://help.g2mint.com/en/g2mint-user-guide/manage-exceptions?hsLang=en)
- [Agreements- Fuel](https://help.g2mint.com/en/g2mint-user-guide/agreements-fuel?hsLang=en)
- [Agreements- Accessorial](https://help.g2mint.com/en/g2mint-user-guide/agreements-accessorial?hsLang=en)
- [Agreements- 3PL Services](https://help.g2mint.com/en/g2mint-user-guide/agreements-3pl-services?hsLang=en#main-content)

    - [Retainer](https://help.g2mint.com/en/g2mint-user-guide/agreements-3pl-services?hsLang=en#retainer)
- [Agreements- Compliance](https://help.g2mint.com/en/g2mint-user-guide/agreements-compliance?hsLang=en#main-content)

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