Viewing/Amending Group Details (Client Administrators only)

To view/amend group details:

  1. Navigate to the Groups tab on the client administration User Management screen (Client Administration > Users).
  2. Highlight the group of interest in the list. The details for that group are displayed below the list.
  3. Make any changes to the group name or description that you require.
  4. Click Save Changes.
  5. To abandon any changes you have made and clear the fields click Cancel.

To add users to a group:

  1. Highlight the group.
  2. From the Users not already in a group list highlight the user(s) you want to add. You can select all users in a list by holding down the SHIFT key whilst you select the first and then last users in the list. You can select multiple users individually by holding down the CTRL key whilst selecting the users you want.
  3. Click Add user.

To delete users from a group:

  1. Highlight the group.
  2. From the Users in this group list highlight the user(s) you want to delete. You can select all users in a list by holding down the SHIFT key whilst you select the first and then last users in the list. You can select multiple users individually by holding down the CTRL key whilst selecting the users you want.
  3. Click Remove user.

Related Topics

  1. Adding Groups (Client Administrators)
  2. Deleting Groups (Client Administrators)