Add Users to and Remove Users From Multiple Groups

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Path: Navigation Menu > Maintain Users

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You can simply add users to a Group one at a time through Group Notes. However, if you are looking to add a user to multiple Groups at once, this can be accomplished in Maintain Users. This functionality helps reduce the amount of time your staff may spend navigating to Group Notes to add themselves or others to Groups.

Add a User to a Group or Groups

1. Navigate to Maintain Users by following the path above.
2. Click the Edit Users button.
3. Select the user from the Select Login Name or Select Real Name drop-down menus.
4. Click the Edit User button.

1. Scroll down to the Groups section and select Add next to the Group(s) you want to add the user to.

1. Click the Update button.

Remove a User from a Group or Groups

1. Navigate to Maintain Users following the path above.
2. Click the Edit Users button.
3. Select the user from the Select Login Name or Select Real Name drop-down menus.
4. Click the Edit User button.
5. Scroll down to the Groups section and select Remove next to the Group(s) you remove the user from.
6. A pop-up is displayed, "Are you sure you want to delete this record?" Click Yes to remove the user from the Group.

1. Click the Update button.