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Add Users to Group

Purpose

Add users to a group so they receive access wherever the group is used.

Note: This action may require administrator privileges.

Prerequisites

  • You are signed in as a user administrator or system administrator.
  • You can open Admin-tools > Groups.
  • The target group already exists.
  • The target group allows membership editing.

Before You Begin

Adding a user to a group can affect access across departments, folders, documents, and other areas where the group is assigned. Confirm that the group represents the access the user should receive.

If the group contains subgroups, direct users and subgroup users both contribute to the group's effective membership.

Add Users

  1. Open Admin-tools > Groups.
  2. Open the target group.
  3. Select the Users tab.
  4. Click the plus button in the toolbar.
  5. In the user picker, select one or more users.
  6. Save the selection.

Example Walkthrough

  1. Open the group's Users tab and click the plus button to add members.

    Group Users tab showing sample users added to a reviewers group

  2. Confirm the selected users appear in the group.

Expected Result

  • The selected users appear in the group's Users list.
  • The users receive access granted through the group.
  • Access changes apply anywhere the group is used for permissions.