Managing user groups

Administrators can create new or delete unneeded user groups in My Account. The Manage User Group page is only available for editing by administrators. Users with other permissions can view the page as read only. For more information on user groups, see User groups.

User groups can only be deleted if the user group does not have any users assigned to it.

To create a new user group:

1. Go to My Account > Manage User Group.

2. Click the +.

   

3. Enter the Group Name.

4. (Optional) Add a Description for the user group.

5. Click Next.

   

6. Select the asset group from the Select Asset Group dropdown menu and click Add.

7. Repeat the previous step for any other asset groups you want to link the user group to.

8. Click Next.

9. Select Assign User. The Assign User to Group dialog is displayed.

   

10. Select the users you want to add to the group.

11. Click Save.

12. Click Next.

13. Click Complete.

To edit user group details:

1. Go to My Account > Manage User Group.

2. Select the user group you want to edit.

3. Select the edit icon for Basic User Group Info.

4. Edit the details as needed.

5. Click Save.

To edit the assigned asset groups for a user group:

1. Go to My Account > Manage User Group.

2. Select the user group you want to edit.

3. Select the edit icon for Associated Asset Groups.

4. Select a new asset group from the Select Asset Group dropdown menu and click Add to add a new group.

5. Click the delete icon beside an asset group you want to remove.

6. Click Save.

To edit the users in a user group:

1. Go to My Account > Manage User Group.

2. Select the user group you want to edit.

3. Select the edit icon for Members.

4. Click Batch Add to add new members.

5. Select the users you want to add to the group.

6. Click Save.

To delete a user group:

1. Go to My Account > Manage User Group.

2. Find the user group you want to delete.

3. Click the delete icon in the Action column. A confirmation message is displayed.

   

4. Click OK.