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:

  1. Go to the Company Workspace tab, and switch to Admin mode.
  2. In the left Navigator, select User Administration, and then select Groups. The Groups log opens.
  3. Select a group, and select Open. The Groups window opens.
  4. Select the Members tab, and select 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.

  5. Select the user(s) to add to the group. (Press the Ctrl or Shift keys to select more than one user name.)
  6. Select Add. Users will appear in the Selected Users box.
  7. Select OK, and then select OK again 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 select Remove.


Last Published Monday, October 13, 2025