User Groups

Manage responsibilities among users by assigning tasks to groups rather than individuals.

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1.View User Groups

In the Configure area, on the Security page, on the User Groups tab displays all existing user groups along the left sidebar. For each user group the following information is visible once a user group is selected:

  • Name: Name of the user in the group.
  • Email: Email of the user.
  • Sites: The Sites to which the user has access.

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2.Create New User Group

  1. Navigate to the Configure area, Security page, User Groups tab.
  1. Click + New User Group in the left sidebar.

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  1. The New User Group modal will open. Enter a name for the new group in the Name field.
  1. Select the members who are to be included in the group by checking the checkbox next to each user’s name.  Users can be searched by entering a user’s name in the Search Users box.

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  1. Click Create to add the new user group or click Cancel to return to the user groups page.

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3.Search Users

Navigate to the Configure area, Security page, User Groups tab.

To search for a particular user in the table of a selected user group, enter a user’s name into the Search Users box. The user list that appears below the search box will filter when the user hits the enter key based on user’s first or last names that start with the information in the search box.

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4.Edit User Groups

  1. Navigate to the Configure area, Security page, User Groups tab.
  1. Select a user group in the left sidebar.
  1. On the right pane click Edit to open the Edit User Group modal.

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  1. Edit the name of the user group by entering a new name in the Name field.
  1. Select new users for the group by checking the checkbox next to the user.
  1. Remove users from the group by deselecting the checkbox next to a user’s name.

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  1. The display of users can be quickly filtered using the available “assigned” and “not assigned” filters in the left sidebar of the modal.
  1. Click Save once all edits are complete or click Cancel to ignore all changes.

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