Article Content
Viewing User Group Memberships
Overview
A User Group organizes system users into specific groups based on their organizational role (e.g., Employee, Management, etc.). Adding users to a User Group allows an Administrator to assign multiple users within a User Group to a Role by assigning the User Group to a Role instead of manually assigning a Role to each user.
Roles control user permissions, what a user can do (create, edit, delete, etc.) and access within the system.
Navigation
- From the Home screen, click the System icon.
System Icon
- From the Admin Overview screen, click the User Groups tile from the Peoples section.
User Groups Tile
- From the Admin: User Groups screen, narrow the search results by entering a User Group name in the Search field and pressing Enter.
Search Field
- Click a User Group Name.
User Group Name
Viewing User Group Roles
- From the Admin: Edit User Group screen, scroll to the Roles section to see which Roles are assigned to the selected User Group.
Roles Section
Navigation
You can also see which groups a user has been added to from the User Group Membership section on the Edit User screen.
- From the Home screen, click the System icon.
System Icon
- From the Admin Overview screen, click the Users tile from the Peoples section.
Users Tile
- From the Admin: Users screen, narrow the search results by entering a User name in the Search field and pressing Enter.
Search Field
- Click a User Name.
User Name
Viewing User Group Membership
- From the Admin: Edit User screen, scroll to the User Group Membership section to see which User Groups are assigned to the user.
User Group Membership Section