1. Financial Services Cloud Configurations Guide
  2. Entitlements Management
  3. Creating User Group
  4. Adding Users to User Group

Adding Users to User Group

Ensure that the User Groups that you want to associate are already created and in active or in progress state, and are of the same type.

Follow this procedure to associate a User Group with a User.

  1. From Application Navigation, select Entitlements, and then select User Group.
  2. Select View All or type in at least three characters and select Search to find the User Group.
  3. Select More Options of the User Group and then select Go to Details.
  4. In the Details tab, expand Users.
  5. Select Edit Users.
  6. In Updating User Group, select the users to associate and select Finish.
The selected Users are associated with the User Group.