Adding existing users to groups

To organize users by rank or role and to ensure that their access policies for cases, or security policies are always the same, you can add users to groups.

Video: Click to hide video

Watch this video to learn more. Click the Captions icon (CC) to turn on video captions in one of the available languages. If using Internet Explorer, the video might not display. To fix this, open the Compatibility View Settings and clear Display intranet sites in Compatibility View.

Text: Click to hide text

What you should know

Users can belong to multiple groups.

To add new users to a group, create the user account.

To add an existing user to a group:

  1. Click Configurations > Users .
  2. Scroll through the list or search for an existing user and double-click the name.
    The user's edit page opens.
  3. In the Groups field, click .
  4. Select the group you want the user to be a member of, and then click Add.

  5. Click Save.