Who is this article for?

Administrators who need to manage group details, members, and subgroups.

Administrator access is required to perform these actions.

This article explains how to manage user groups, including editing group details, adding or removing members, creating subgroups, and deleting groups.

1. Editing a group

To edit group details:

1. Go to the Groups list.
2. Open the group you want to edit.
3. You can update the following:
   • Name - A unique name for the group.
   • Description - Optional details about the group.
   • Parent Group - Assign a parent group to make this group a subgroup.
   • Supervisors - Select users who can manage and report on group members.

2. Adding users

To add a user to a group:

1. Open the group.
2. Navigate to the Members tab.
3. Click Add Member.
4. Select the users you want to add.
5. Click Add.

3. Removing users

To remove a user from a group:

1. Open the group.
2. Navigate to the Members tab.
3. Click the Ellipses in the user's row.
4. Select Remove from Group.

4. Adding a subgroup

To add a subgroup:

1. Open the group.
2. Switch to the Subgroups tab.
3. Click Add Subgroup.

4. Fill out group information.
5. Click Save.

5. Deleting a group

Deleting a group removes all its scheduled rules, but users remain in the system. Groups with subgroups cannot be deleted.

To delete a group:

1. Go to the Groups list.
2. Open the group you want to edit.
3. Click Delete this group.