How do I assign users to an existing group?

Modified on Fri, 12 Aug 2022 at 10:24 AM

Important information 
Are you unable to perform the following steps? Perhaps you don't have the right role or user type. Please contact your organisation's Administrator or click here to read more about roles & user types.

A group defines which clients, objects and/or units the users have access to. It is a name for the collection of clients, objects and/or units. The steps below explain how to create a group and link it to the right clients, objects and/or units:

1. Navigate to Organisation through the main menu

2. Click on Groups in the left menu

3. Click on the group title

4. Click on Assign users

5. Use the search bar and choose the name of the user to add

6. Click on Save

When editing a group, both active and blocked users are shown. If there are still blocked users associated with a group, they will be shown in the 'Blocked' tab.

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