Top menu >> Users >> Staff Groups tab

Click the Staff groups tab

Click + Add a group.

Name the group and click OK.

 Add the Staff included in the group and the Processes the group will have access to.


When determining what what access a staff user has to a process, RPM will look at both the user's role and the group(s) they belong to and permit the highest access specified. For example, a staff user's role may not have access to the above "Quote" process, but since the group they belong to has access, the user will be able to access the process at the group's specified access. 

See also: