Users and Groups

Add or Remove User from a Group

OVERIVEW

You can add a user to group when the group is created or you can add an user to an existing group.

HOW TO ADD A USER TO A NEW GROUP

  • Select Groups from Admin > Users & Groups 
  • Click on Add icon to create a new group. Refer Add and Manage group for adding a new group.
  • Once the group is created, the Group Details page is displayed.
  • Click Users tab.
  • Click Add Icon to add new users.
  • On Add Users pop-up, select one or more users
  • Press Save Button

User can Check all / Uncheck all to select or deselect all the users. You can also enter the name of the user to list the similar usernames

HOW TO ADD USER FROM GROUP’S GRID

  • From the Group Listing Page, Select the option Add Users from the Action Column
  • On Add Users pop-up, select one or more users
  • Press Save Button

HOW TO ADD ALL USERS OF A GROUP TO A PROJECT

  • From the Group Listing Page, Select the option Add all users to project from More Actions (3 Dots listed on the top right side of the page)
  • Select the Project from the selection list in the Add all users to project pop-up
  • Press Connect Button

All the users who are not connected to the selected project gets the project assigned associated with the selected group

REMOVING A USER FROM A GROUP

  • Select Groups from Admin > Users & Groups 
  • Click on View icon corresponding to the Group
  • Select the Users Tab
  • Click on Remove Icon in the Actions Column

In case user is linked to any project, the message “There are active projects (PROJECT_NAMES) related to this user with selected group. You can’t remove this User.” gets displayed

In case, user gets this message

  • Click on User name hyperlink
  • User details page gets opened in a new tab
  • Select the Projects tab
  • Select all projects which are linked to the Group from which we want to remove the user
  • Select the Change Group option from More Actions(3 dots on the top right side of the page)
  • Select another group for the projects and press Save Button

Now go back on the Users tab of the Group

  • Click on Remove Icon in the Actions Column
Related Topics

Add and Manage Groups

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