Adding Users to Groups

Adding Users to Groups

There are two ways to add users to Groups:

1.  By editing the user's profile—add a single user to one or more Groups

2.  By using the Group's "Add by User Name" tool—add one or more users to a single Group

Edit a Single User

1.  Click the User Accounts menu item, then select Edit Users

2.  Locate the user you want to Add, then click that user's "Edit" link

3.  Select the user's Account Status tab

4.  Check the Groups this user should belong to. Users can be members of more than one group

5.  Click the Save Changes button

Add by User Name

1.  Click the User Accounts menu item, then select Edit Groups

2.  Click the name of the Group to which you wish to add users

3.  Select the Add by user name tab

4.  Enter the user name of each user to add. Separate multiple user names with a space (you can also put them on separate lines)

5.  Click Add

6.  You will see a dialog asking you to confirm the addition. If you try to add a user name that already exists in that group, or you try to add a user name that doesn't exist, Call Center will tell you so and skip that user name

  7.  Click Add again to complete the transaction