In this article, we will explain the process of adding users to a group. You can choose to add a new user entirely to the organization and group during this process or add an existing user to the group.
- To start, use the left panel to navigate to the Groups page. Hover over the name of the group you want to add users to and click on the profile icon.
- You will now be on the specific group page that you selected. Here you see all details pertaining to that group. Click on Add user to group, which can be found below the title of the group.
- On the popup that appears, you can choose between adding a New user or adding an Existing user. An existing user would be a user who is already active or present in your organization’s account.
Adding a new user to a group
- In the popup that appears, you can add the user’s First name, Last name, and Email. The user’s name is optional, while the email is required to create the new user.
- Once the personal information is done, you can optionally assign product(s) to the new user if desired. Any product that has available licenses can be assigned to the user.
- Click Continue to confirm the addition of the new user.
- You will see the confirmation screen. The new user is now successfully added to your organization and to the group. If any products were assigned to the user, the user will now be able to use them.
- Click OK to go back to the specific group page you initially started on.
Adding an existing user to a group
- In the popup that appears, search and select the users that you would like to add to the group.
- Once you have selected the users, you can click on Add users.
- The users have now been added. You will be able to the update on the specific groups page.