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Groups

Groups

The Groups tab contains the list of all the user groups that have been created along with the below details:

  • Group name

  • Group description

  • Roles

  • Last edited

  • Created by

  • Actions menu

You have these options available as well:

Add a group

  1. Type a group name and a description, then click Save and the group will be added to the list.

Edit a group

  1. In the column Actions, click the menu icon in the row that corresponds to the group you wish to edit and select the option Edit to modify the group’s name and/or description.

Assign users to a group

  1. In the column Actions, click the menu icon in the row that corresponds to the group you wish to modify to display the available options, then select Users.

  2. Search for the user you want to add by email address, full name, last modified date, created by or user state, click Filter to apply the search values.

  3. Once you have found the user click the button Assign User.

Assign roles to a group’s members

  1. In the column Actions, click the menu icon in the row that corresponds to the group you wish to modify to display the available options, then select Roles.

  2. Search for the role you want to add by role name, description, created by or last modified by, last modified and click Filter to apply the search values.

  3. Once you have found the desired role click the button Assign Role.

At any time while navigating this page, you have to option to Export to Excel the information on the bottom left of the screen.

 

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