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Assign Groups to Users
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Written by James Finch
Updated over a week ago

If you are an admin and have access to the ‘Users’ page you can manage the groups that are assigned to users directly from the users profile. To access the ‘Users’ page either click the profile avatar in the top right of the header menu and click the link ‘Users’, or from the profile page you can click and select ‘Users’ in the left nav of the page.

To find an existing user, first search using the search form and select your required user from the drop down.

Once you have selected your user you will see the user record in read-only mode. To edit it click the edit icon button at the top or the blue ‘Edit’ button at the bottom right.

Here you can search for User Groups that have been made available. You can add multiple groups to a user (remember groups contain roles that define view and action permissions).

Once you are happy with your additions/removals you can click ‘Save’ to apply the changes.

Assigning Users to Groups

This is essentially the inverse of ‘Assigning Groups to Users’ that allows you to quickly add many users within the group UI. Navigate to the ‘Groups’ page and locate the group you want to edit and enable edit mode. Under the ‘User in Groups’ section you can search for users and add or remove them from the group.

Once you are happy with your additions/removals you can click ‘Save’ to apply the changes.

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