Assigning a User to a User Group Through the User Profile

Overview

An Administrator or user with Advanced Permissions can assign a user to a group when creating or editing a user, without going through the User Groups section.


User Account Requirements

The user account you use to log into Resolver must have Administrator or advanced permissions to access the User Management screen.


Related Information/Setup

Please see the Assigning Advanced Permissions to a User article for more information on Advanced Permissions.


Navigation

  1. From the Home screen, click the Administration icon.

Administration Icon

  1. From the Administrator Settings menu, click User Management.

    Administrator Settings Menu

  1. From the User Management screen, enter a username in the Search field.

Search Field

  1. Click on a Username link.

Username Link

Assigning a User to a User Group Through the User Profile

  1. From the User Management - Edit User screen, scroll to the User Group Membership section.

User Group Membership Section

  1. Click the Select which User Group(s) this user is a member of field and enter a user group name to narrow the user groups on the dropdown menu and select a user group.

Select which User Group(s) this user is a member of Field

  1. Select a User Group from the dropdown menu. Multiple user groups can be selected.

User Groups

  1. Click the + Add button to add the selected user groups to the User Profile.

+ Add Button

  1. The added user groups will be listed under the Select which User Group(s) this user is a member of field.

User Group List

  1. The roles associated with the selected user groups will appear in the User Role Membership section.

User Role Membership Section

  1. Click the Delete icon next to the user group to remove it from the user profile.

Delete Icon