How to Add a User to a Group:

To add a user to a group  follow the steps below or watch the screencast of the task. 

  1. Go to Setting Icon > Organizational Settings > Users & Groups
  2. Select the Checkbox beside the users you want to add to the group.
  3. Once you have selected the correct user(s) then click the "Add to Group" button. 
  4. Select group from the drop down menu and click "OK"
  5. The group name will appear on the list of groups for that User. 
  6. Repeat steps 2-4 for each group you would like to add User to.

How to Remove a User to a Group:

  1. Follow steps 1 & 2 above to select the users you want to remove from the group. 
  2. Click on the "Remove from Group" button. 
  3. Select group you would like to remove User from then click "OK"
  4. The group name will no longer appear in that User's groups.

How to Filter by Group:

You can also filter the user list by group. This makes it easier to see and to verify the members of each group.

  1. Go to Setting Icon > Organizational Settings > Users & Groups
  2. Click on the "Filter by Group" button
  3. Select the group or groups that you want to filter by.
  4. Only Users that belong to that group are now displayed.
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