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Required Records for User Groups

Published
4 July 2025
Last updated
4 July 2025
  • User Records

See how User Groups make a User Record Type required only for selected team members.

In this video, James walks through the process using the example of the "Car Insurance" record type, which may be required - but only for users who have a car. He demonstrates how to create a user group for those users, assign individuals to the group, and then link the group to the relevant record type. Watch the video below to see how it's done!