Managing group memberships of users
Assigning Users to Groups
Assigning users to organization groups
- Open the user administration.
- On the ORGANISATIONS tab page, select the required organization. Do not select a group on the GROUPS tab! (System administrators can skip this step)
- Open the "USER" tab. The list of current members of the organization is displayed.
- Use the "ADD USERS" button to open the user interface and add users from the "pool" of all users in the system to your organization group.
- Select the desired users by checking them.
- Add the user by clicking the "ADD USER" button.
Note that organization administrators must have the " Find and invite users outside the organization - TOOLPERMISSION_GLOBAL_AUTHORITY_SEARCH" tool right to add users to organizations.
Assignment of users to ( regular ) user groups
- Open the user administration.
- On the "ORGANISATIONS" tab, select the desired organization.
- Open the "GROUPS" tab. Select a group on the tab by marking it.
- Use the "ADD USERS" button on the "GROUPS" tab to add a user to your group from the "pool" of all users of the system.
- Select the desired users by checking them.
- Add the user using the "ADD" button.
Note that organization administrators must have the " Find and invite users outside the organization - TOOLPERMISSION_GLOBAL_AUTHORITY_SEARCH" tool right to add users to organizations.
Removing Users from Groups
Removing Users from Organization Groups
- Open the user management.
- On the "ORGANISATIONS" tab, select the desired organization. Do not select a group on the "GROUPS" tab!
- Open the "USERS" tab.
- Find the desired users either by scrolling or using the search engine at the top of the screen.
- Check the desired users.
- Select the "Exclude" option from the context menu at the top of the screen.
Remove users from ( regular ) user groups
- Open the user administration.
- On the "ORGANISATIONS" tab, select the desired organization.
- Open the desired group in the "GROUPS" tab.
- Use the ADMINISTRATIVE MEMBERS button on the "GROUPS" tab to open the corresponding user interface.
- Find the desired users either by scrolling or using the search engine at the top of the screen.
- Check the desired users.
- Select the "Exclude" option from the context menu at the top of the screen.
Control of the group memberships of individual users
- Open the user administration.
- On the ORGANISATIONS tab page, select the required organization. Do not select a group on the GROUPS tab! (System administrators can skip this step)
- Open the "USER" tab. The list of current members of the organization is displayed.
- Find the desired users either by scrolling or using the search engine at the top of the screen.
- Select the desired user by clicking on it.
- Select "Manage memberships" from the user's context menu.
- Here you will get an overview of the current group membership shadows and can terminate them if necessary.