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Adding users to security groups

To add a user to a security group:

  1. Click Settings An image of the Settings menu icon, which is represented by a black cog..

  2. Click Users in the Users and Security area.

  3. Under the Users tab on the left panel, locate the user account you want to modify. You have three options to achieve this:

    1. Expand the All Users drop-down, then click the + symbol next to a folder in order to navigate into that folder.

      An image of the All Users drop-down with a red arrow pointing at the expand button.

    2. Expand the My Recent Items drop-down to access a list of recently created or accessed user profiles available to you.

      An image of the My Recent Items drop-down.

    3. Type the first few letters of a user profile into the Quick Search field, then press Enter.

      An image of the Quick Search field.

  4. Click the username. The user profile then opens in the right panel.

    An image of a user profile.

    Note: Alternatively, you can click the drop-down arrow next to a user profile, then click Edit User Settings to open the profile.

    An image of a user profile's drop-down menu.

  5. Under the Security Groups section, in the left All Security Groups field, click the name of the security group you to which you want to add the user.

    An image of the Security Groups section

  6. Click the > button. The user is added to the security group, and the name of the group appears in the right Selected Security Groups field.

    An image of the Security Groups sections with a security group moved to the Selected Security Groups field.

    Note: You can also double-click a group to add the user to the group. Additionally, clicking the double arrow >> button will add the user to all security groups, and all groups will appear in the right Selected Security Groups field.

    An image of the Security Groups section with all security groups added to the Selected Security Groups field.

    To remove a user from a group, select the group in the right Selected Security Groups column and click the < button. The user is removed from the group, and the name of the group appears in the left All Security Groups field. Clicking the double arrow << button will remove the user from all security groups, and all groups will appear in the left All Security Groups field.

  7. Click Save.

The user has been added to the selected security groups. Repeat this process to add different users to different groups as needed.