Add Users to a Group (Members Tab)
This section discusses how to add and manage a group's membership. You can add company users or partner company users to a group. You can also manage a user's group membership in the Groups tab of the Edit User window of both company and partner users.
To add a user to a group:
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, click User Administration > Groups. The Groups log opens.
- Select a group and click Open. The Groups window opens.
- Click the Members tab, and click Add. The User/Group Picker opens. The User/Group Picker displays all Active or On-Hold users from the sponsor company and all Partner Companies. The company affiliation is noted in the Company column on the picker.
Note: If a User Administration design has been imported, the content of the User/Group picker (in User view) can vary. The Find window and sort order can also vary depending on the optional design.
- Select the user(s) to add to the group. (Press the Ctrl or Shift keys to select more than one user name.)
- Click Add. Users will appear in the Selected Users box.
- Click OK, then click OK to close the Groups window.
To remove a user from a group:
From the Groups window, Members tab, select the user on the list and click Remove.
Last Published Friday, June 21, 2024