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 Grid Features.
  1. Click the Edit Access Groups task icon located on the same row of the user. This opens the Edit Groups for User dialog.

Understanding the Edit Groups Interface

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

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

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

NOTE:

To learn more about using the Skill to Agent assignment panes, see Assignment Panes Interface.

Assigning Access Groups to a User

To assign groups to a user, do the following in the Available Groups pane:

  1. Click to select each group you want to assign to the user. To quickly select all available groups for assignment, click Select All.

  1. Click the Assign button to move selected group or groups to the Assigned Groups Pane.

NOTE:

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.

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

Unassigning Access Groups from a User

To unassign groups for a user, do the following in the Assigned Groups pane:

  1. Click to select each group you want to remove for the user. To quickly select all assigned groups for removal, click the Select All checkbox.

  1. Click the Unassign button to move selected groups to the Available Groups Pane.

NOTE:

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

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

See Also