Summary

Each employee must be in a user group. You can move them to another group to give them more or less access.

Important: Put each user in only one user group. This avoids permission problems.

Steps

From the Groups Page

1. Go to Left-hand Navigation: Reports & More » Groups.
2. Select the people icon under the group's name.
3. To remove a user, select the X next to their name. To add a user, select the blank space to the right of the users. Then choose the user from the drop-down menu, or type the name to filter the list.

   

From the Users Page

1. Go to Left-hand Navigation: Reports & More » Users.
2. Select the actions menu next to the user, then select Edit.
3. Scroll to Member of Groups. Check the new group and uncheck the old group.
4. Select Save User at the bottom of the page.

   

Related Articles

• User Groups Topic Outline
• How to Edit an Existing User Group How-To
• Create a New User Group How-To