Adding Users to a User Group

If you selected the manual user group type in the Properties tab, you can select users to belong to the user group. If you selected a automatic user group type, the list of users is automatically generated based on the rules defined in the Properties tab.

To search for and add users to a user group:

  1. In the User Groups page, when you add or edit a user group, go to the User List tab and click Add. The Add User to Group dialog is displayed.
  2. (Optional) Check the Hide users part of this group box to exclude users who have already been added to the group from appearing in the search results list. If this box is not checked, the search results may include current members of the group.
  3. Note: A user can only be added once to a user group. If you attempt to select and add a user that has already been added to the group, the user will only be added once.
  4. Enter the search criteria in one or more fields (e.g. Last Name, First Name, User ID) displayed or click the Show More link to display the full set of search fields.
  5. Then, click Apply. Users matching the search criteria are displayed in the Users to Add grid.
  6. Note: Click Reset to clear the search fields and begin a new search.
  7. Select users from the list.
  8. Note: The Select all checkbox selects only the results visible in the list. Results are retrieved and displayed in chunks. Scroll down the list to display the full list of results.
  9. Note: Admins can only add one selection to the User Group at a time. Each search, based on applied filters will reset the list of selected users.
  10. Click Add. The selected users who are not already members are added to the user group and the Add User to Group dialog closes.
    A message temporarily appears to confirm the number of users added.

Add User to Group dialog