Managing a User's Group Membership (Groups Tab)

You can manage a user's group membership from the Groups tab of the Edit User window. This tab displays all the groups that the user is a member of and lets you quickly add or remove groups. For information about adding or managing groups, see Adding and Managing Groups.

To add a user to a group:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select User Administration.
  3. Depending on the type of user, select either Company Users or Partner Users.
  4. In the Users log, select a user and click Open.
  5. In the Edit User window, select the Groups tab and click Add.
  6. In the User/Group Picker, select the Group and click Add.
  7. After the group appears in the Selected Users/Groups section, click OK to save your changes.

To remove a user from a group:

On the Groups tab, select a group and click Remove.


Last Published Tuesday, April 15, 2025