You can add users to your Portals and assign them permissions that determine their access to the content in your Portal. You can also collect users into groups, and assign the permissions to groups for easier management.


To learn about Users, see Understanding Users & Groups.


Note: You can only add users to a group that are already part of the Portal. In order to add new users to your Portal, read How to Add New Users to a Portal.


Follow the instructions below to add single or multiple users to a group:

  • Steps to Add a Single User to a Group
  • Steps to Add Multiple Users to a Group


Steps

Only Administrators and Managers can add a single or multiple Users to a Group. 


Add a Single User to Group


1. From the Portal's Homepage:

i. Click on the navigation menu on the top left of your screen

ii. Expand the Admin tab

iii Click on Users & Groups and you'll be directed to the Users & Group page




2. From Groups section on the left-hand side of the screen:

i. Click on the Filter icon to display filtering options

ii. Enter a group name or part of the group name to search

iii. Select a portal from the drop-down or filter using the All Portals option

iv. Once a Group in which a user needs to be added is loaded, click on the overflow menu to expand the actions that can be performed on the selected group

v. Select Add Users in Group.




3. From the Add Members To Group screen:

i. Search for the user to add to the group.
ii. Use the checkbox to select the users.
iii. Next, click on the Update button to proceed. 




A notification will appear stating Selected user successfully added to the Group.  




Add Multiple Users to a Group


1. From the Portal's Homepage:

i. Click on the navigation menu on the top left of your screen.

ii. Expand the Admin tab.

iii Click on Users & Groups and you'll be directed to the Users & Group page.




2. From Groups section on the left-hand side of the screen:

i. Click on the Filter icon to display filtering options

ii. Enter a group name or part of the group name to search

iii. Select a portal from the drop-down or filter using the All Portals option

iv. Once a Group in which a user needs to be added is loaded, click on the overflow menu to expand the actions that can be performed on the selected group

v. Select Add Users in Group




3. From the Add Members To Group screen:

i. Enter a username or part of the domain to Search

ii. From the results, select the users to add to the group

iii. Click on the Selected User button from the drop-down menu

iv. Next, click on the Update button to proceed




A notification will appear stating Selected users have been added to the Group.  




Roles And Permissions

Managers and Administrators can add a single or multiple users to a Group.