Add users to groups

You can add users to platform user groups or Microsoft Entra ID groups.

Add a user to one or more groups

On the left navigation, select Identity > Users.
If not already selected, use the global customer selector - Customers drop-down menu to select the customers from where you want to select users.
If the user list is empty or you can't find a specific user, select Refresh to show the most recent data.
Filter or search to find the user you need and select the Name of the user to view the details.
Go to the Groups tab and select Add membership.
When multiple customers are selected in the global customer selector, only options that apply to all selected customers display.
On the Select groups panel on the right, select the checkbox for one or more groups and click Select.
The selected groups display in the Groups tab list for the user.

On the left navigation, select Identity > Groups.
If the group list is empty or you can't find a specific group, select Refresh to show the most recent data.
Filter or search to find the group where you want to add users and select the group name to view its details.
Go to the Members tab.
Select Assign members.
When multiple customers are selected in the global customer selector, only options that apply to all selected customers display.
Select the checkbox for one or more users to add to the group and select Next.
Review the list of members to add. If you need to make changes, select Back. Otherwise, select Done.
The user(s) are added to the group and display on the members list.

Updated: Jul 09, 2024