Add or remove group members

  1. 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.

  2. Filter or search to find the group you need and select the group name to view its details.
  3. On the Members tab, you can add or remove members.
    ChoiceAction
    Add group members
    1. Select Assign members.

      When multiple customers are selected in the global customer selector, only options that apply to all selected customers display.

    2. Select the checkbox for one or more users to add to the group and select Next.

    3. 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.

    Remove members from the group
    1. Select the checkbox for one or more users you want to remove from the group.
    2. Select Remove membership.

      When multiple customers are selected in the global customer selector, only options that apply to all selected customers display.

    3. When prompted, review the summary of your request, and confirm.

      The user(s) are removed from the group and no longer display on the Members tab.

Updated: Jul 09, 2024