You can add and remove users anytime once you have created a new User Group. Only System Administrators authorized to manage your users, roles, and organizations can create and modify User Groups.
Note: This feature is not available by default. If interested, please reach out to your Account Manager or contact Support.
This article covers the following topics:
Navigate to the System Admin Module, Users & Groups Screen, click on the Groups tab, and then select the group to which you would like to add users, as shown below.
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Click on the Add User button to add users to this group
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You can select users by clicking the checkbox button next to the user's name, as shown below.
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You can remove any recently selected users by clicking the Trash
icon. Once you have made your edits, you can click the Add Users button to add the selected users to the group.
Note:Users with pending or deactivated status cannot be added to Groups, but the same user can be added to multiple Groups.
A success message will appear at the bottom of the screen, indicating that new users have been added.