Assign a User to a User Group at the Workspace Level
You can assign a user to a user group on the User Groups page in the workspace Summary & Settings.
To assign a user to a user group:
- In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
- From the Main Menu, select Summary & Settings.
- On the Summary & Settings page, select User Groups.
- On the User Groups page, select a user group, and then select the Users detail window.
- In the Users detail window, select Assign.
- In the Assign dialog box, enter part or all of a user's login name or personal name into the Search field.
- Select one or more users, and then select Assign.
- Select Save.
Tips
- To remove a user from the user group, select the Context menu by the user's name, and then select Remove.
- If a user group is inherited by a child workspace, you can view the inherited users by selecting View Inherited Users.
- The Search feature searches the entire list of users for matches. During that initial search, it will stop after finding 500 results, then filter out those who have already been assigned. For this reason, your maximum number of search results might vary. To limit the number of results, be as specific as possible when entering a name in the search field. For example, enter the first and last name of the user.
Last Published Wednesday, October 16, 2024