Manage User Groups

Based on your role, you can view, add, edit, copy, or delete user groups from the system.

View User Groups

To view all user groups in the system:

  1. Click your profile icon, and select the Settings option.

  2. On the Operations page, go to the Users section.

  3. In the Users section, click Group Administration.

The complete list of user groups displays on the User Group Administration page.

Manage Group Membership

To manage group membership:

  1. On the User Group Administration page, click the Manage Group Membership icon next to the group whose members you want to edit.

  2. In the Edit Membership dialog box, in the Members field, enter the names of the users that you want to add to the group.

  3. To remove users from the group, click the Delete button next to the user name.

  4. Click Save.

Edit Groups

To edit groups:

  1. On the User Group Administration page, click the Edit icon next to the group you want to edit.

  2. In the Edit Group dialog box, edit the necessary fields.

  3. Click Save.

Copy Groups

  1. On the User Group Administration page, click the Copy icon next to the group you want to copy.

  2. In the Copy Group dialog box, edit the necessary fields.

    NOTE:

    You should change the group name, since groups cannot have the same name, but can have the same description, email, and members.

  3. Click Save.

Delete Groups

  1. On the User Group Administration page, click the Delete icon next to the group you want to delete.

  2. In the confirmation dialog box, click Delete Group.