Assign a User to a Group on the Users Form

Use this procedure to assign a user to a group on the Groups tab of the Users form.

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To assign a user to a group:

  1. In the Navigation pane, select SECURITY > Users.
    The Users Detail View displays by default.
  2. Find and select the user that you need to update.
    You can use the Find User field at the top of Users Detail View. You can also click at the upper-right corner of the grid on Users List View to filter and search for users.
  3. On Users Detail View, select the Groups tab.
    A grid with the GROUP ID, DESCRIPTION, MANAGER, and PRIMARY ROLE columns displays.
    Note: You cannot add, edit, or delete columns.
  4. On the Group tab, click + Assign Group.
    A new line displays in the grid.
  5. In the GROUP ID column, click the drop-down arrow to find and select an option from the list of all existing groups to which the user has not yet been assigned.
  6. When you are done, click Save.
    Note: You can also assign users to a group on the Groups form.