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Edit Group

Purpose

Update a group's name or membership after the group has been created.

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 group already exists.
  • The group allows membership editing.

Before You Begin

Group details are organized into two tabs:

  • Users — users directly added to the group
  • Subgroups — nested groups whose users are treated as members of the parent group

Some system-managed groups may not allow editing. If the edit actions are disabled, the group may be protected or linked to a system-managed department.

Edit a Group

  1. Open Admin-tools > Groups.
  2. Find the group you want to update.
  3. Open the group action menu and choose Edit.
  4. To rename the group, click the pencil icon beside the group name.
  5. Use the Users tab to review or update direct user membership.
  6. Use the Subgroups tab to review or update nested groups.

Example Walkthrough

  1. Open the group details page. The Users and Subgroups tabs show how membership is organized.

    Group details page showing Users and Subgroups tabs with sample subgroup data

  2. Use the plus button in the toolbar to add users or subgroups, depending on the selected tab.

Expected Result

  • Group membership changes are saved.
  • Users receive access through the group wherever that group is assigned.
  • Nested subgroup users receive access through the parent group.