Add users to a user group

Assign members to a user group to manage their permissions and access. You can add members to a user group in two ways: from the users page and from the user groups page.

  • From the users page, specify a group to assign the user.

  • From the user groups page, edit the list of members to add one or more users.

  1. Do one of the following:

    • Go to Company > Admin > Users, roles, and groups > Groups > Members.

    • Go to Company > Admin > Users, roles, and groups > Users > Groups.

  2. Select Add.

  3. Select the dropdown and select a user or group.

  4. Select Save.

  5. Select Done.

Field descriptions

The following table describes each item on the members of user group list and user group memberships page.

User group field descriptions
Field Description

Name

The short name of a user or user group.

Description

The description of the user or a user group. For a user, this could be their full name.

Type - Members of user group

Indicates whether the member is a user or a user group. User groups can contain other user groups (subgroups).

Membership type - User group memberships

Indicates whether the user's membership was assigned or inherited.

Assigned: The group was assigned to this user from the User Group Membership page.

Inherited: The user is a member of a subgroup, and the subgroup is a member of the higher-level group. Therefore, the user inherited membership to the higher-level group because of it's membership in the subgroup.

Remove

Remove a user or group as a member.

Add

Add a user or group as a member.