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Table of Contents

Administration Guide

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Group membership

From the user view window you can view or modify the group membership of an individual user. Use this option to open a window that displays a list of all groups to which the selected user belongs.

  1. Select Users > User View.
  2. Use the Quick Search or Custom Filter to locate the appropriate user(s).
  3. Click on a user to select it.
  4. Right-click or click Options and select Group Membership.
  5. The Group Membership view lists the available user groups and sub-groups. Sub-groups are displayed under their parent group or groups. A check next to a group name indicates that this user is contained in that group.
  6. To add the user to a group, click the box next to the group name and then click OK.
  7. To remove the user from a group, click to uncheck the box next to the group name and then click OK.
  8. To create a missing group:
    1. Click Create Group.
    2. Enter a group name.
    3. If the new group should be a sub-group of an existing group, enable the Parent Group option and select the appropriate group from the list.
    4. Description is optional.
    5. Click OK to save the new group.
  9. Click OK.

Group membership

From the user view window you can view or modify the group membership of an individual user. Use this option to open a window that displays a list of all groups to which the selected user belongs.

  1. Select Users > User View.
  2. Use the Quick Search or Custom Filter to locate the appropriate user(s).
  3. Click on a user to select it.
  4. Right-click or click Options and select Group Membership.
  5. The Group Membership view lists the available user groups and sub-groups. Sub-groups are displayed under their parent group or groups. A check next to a group name indicates that this user is contained in that group.
  6. To add the user to a group, click the box next to the group name and then click OK.
  7. To remove the user from a group, click to uncheck the box next to the group name and then click OK.
  8. To create a missing group:
    1. Click Create Group.
    2. Enter a group name.
    3. If the new group should be a sub-group of an existing group, enable the Parent Group option and select the appropriate group from the list.
    4. Description is optional.
    5. Click OK to save the new group.
  9. Click OK.