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Each employee must be in a user group, but you can move them from one group to another if you need to give them more or less access.
Important: It is recommended that each user is only in one user group to avoid issues with permissions.
Add or Remove Users from the Groups Page
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Navigate to Left-hand Navigation: Reports & More » Groups.
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Select the people icon under the Group's name.
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A panel will appear. To remove a user from this group, select the X next to their name. To add a user to the group, click into the blank space to the right of the existing users, then either simply select the user from the dropdown menu or start typing the person's name to filter the list, then select them from the list.
Add or Remove Users from the Users Page
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Navigate to Left-hand Navigation: Reports & More » Users.
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Select the action menu next to the user who you wish to edit and Select Edit.
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Scroll to the Member of Groups section and check the new group they should be in as well as uncheck their existing group.
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Select Save User at the bottom of the page.
Related Resources
- User Access and Permissions Topic Outline
- User Groups Topic Outline
- Edit an Existing User Group How-To
- Create a New User Group How-To
- Delete a User Group How-To
- Change Settings for a Group How-To
- Admin Delegations Topic Outline
- Manage Employee Access Topic Outline
- App Permissions Topic Outline
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