Edit User Access Groups

Access Groups control a user's access to objects contained in the assigned groups. Over time, and as needs change, users may need assigned to or removed from Access Groups. This topic covers how to edit Access Groups for a user.

Accessing Edit Access Groups for a User

Access a user's Access Groups by doing the following:

  1. On the Users page, locate the user needing Access Groups edited.
Having trouble finding a specific agent or non-agent user?
  • To distinguish between an agent and non-agent user on the Users page, look under the Agent ID column for each user. Only agents have an agent ID assigned, while non-agent users do not.
  • For assistance with using the search and filter features on the Users page to find a specific user, see Users Tool Features.
  1. Click the Edit Access Groups task icon located on the same row of the user.

The Edit Groups for User dialog box opens. This page allows for adding or removing groups for the selected agent.

Understanding the Edit Groups Interface

When editing access groups, the Edit Groups dialog box opens. It consists of the following panes:

Assigned Groups Pane - Lists all groups currently assigned to the user.

Available Groups Pane - Lists all groups available for assigning to a user.

NOTE:

For additional information about using assignment dialog boxes, see .

Assigning Access Groups to a User

To assign groups to a user:

  1. In the Available Groups Pane, place a check next to each group to assign to the user. To quickly select all available groups for assignment, click the Select All checkbox.
  2. Click the Assign button to move selected group or groups to the Assigned Groups Pane.

The selected groups now display at the top of the Assigned Groups Pane. The green highlighting indicates any groups recently assigned, but not yet saved.

Newly assigned groups not showing on the list?

Newly assigned groups automatically display at the top of the Assigned Groups Pane on page 1. If there is more than one page of assigned groups, use the paging controls directly above the list to return the first page. For assistance with using paging controls, see .

  1. Click the Save button to save the newly assigned groups. Otherwise, click the Cancel button to cancel the operation.

Un-assigning Access Groups from a User

To un-assign groups from a user:

  1. In the Assigned Groups Pane, place a check next to each group to remove from the user. To quickly select all assigned groups for removal, click the Select All checkbox.
  2. Click the Un-assign button to move selected groups to the Available Groups Pane.

The selected groups now display at the top of the Available Groups Pane. The red highlighting indicates any groups recently un-assigned, but not yet saved.

Newly un-assigned groups not showing on the list?

Newly un-assigned groups automatically display at the top of the Available Groups Pane on page 1. If there is more than one page of available groups, use the paging controls directly above the list to return the first page. For assistance with using paging controls, see .

  1. Click the Save button to save the newly un-assigned groups. Otherwise, click the Cancel button to cancel the operation.

See Also