Add a user to a group

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Add a user to a group so that the user inherits all the roles assigned to the group.

    Before you begin

    Role required: user_admin

    About this task

    If you’re a non-admin user, you can’t add a user to a group that contains the admin role. Likewise, if you don’t have a security_admin role, you can’t add a user to a group that contains the security_admin role.

    Procedure

    1. Navigate to All > User Administration > Groups.
    2. Select a group Name.
    3. In the Group Members related list, select Edit.
    4. Select one or more names in the Collection list.
    5. Select Add and Save.
    6. Optional: Remove a user from a group when they change roles.
      1. Navigate to All > User Administration > Groups.
      2. Select a group Name.
      3. In the Group Members related list, select the check box next to each group member name you want to remove.
      4. From the Actions on selected rows menu, select Delete.
        Note:
        Before selecting Delete, first make sure you have properly selected the rows containing the users you want to remove from the group.