Editing a user group

• To edit a user group for your business:

1. Click the GROUPS tab and the GROUPS page is presented.
2. The number of user groups for your business is displayed at the top of the page. User groups can be filtered to help find a particular user group. Start entering text for the group's name in the Filter groups text box and suggested user groups are automatically displayed in the list below. Keep entering extra letters to narrow down the suggestions until you find the correct user group in the list.
3. Select the user group from the list and the right-hand panel updates with the details for the user group.
4. Edit the name for the user group (if required) in the Group name text box.

   The Group name text box is a mandatory field and is indicated as such with a red *. You CANNOT save changes to the user group until the group name is populated.

5. All available users are displayed in the Not in group list with the total number of available users appended to the right e.g. Not in group (24). To help find a particular user, users can be filtered. Start entering text for the user's first name or last name in the Filter user lists text box and suggested users are automatically displayed in the list Not in group list below. Keep entering extra letters to narrow down the suggestions until you find the correct user in the list.
6. To add the user to the user group, do the following:
   1. Select the user from the Not in group list.
   2. Click the > button. The user is moved to the Group members list.
   3. Repeat for any additional users to add to the user group.

      To move all users to the Group members list, click the >> button.

7. To remove a user from a user group, do the following:
   1. Select the user from the Group members list.
   2. Click the < button. The user is moved to the Not in group list.
   3. Repeat for any additional users to be removed from this user group.

      To move all items from the Group members list, click the << button.

8. Ensure that one or more user group members are set as a primary group contact. To do this, select a user in the Group members list and check the Primary Group Contact box. Repeat this process to provide additional users primary group contact rights.

   All primary group contacts will receive email notifications for requests sent to this user group.

9. Once you have finished updating the user group, click the Save changes button.

This updated user group is listed on the GROUPS page and is also available for selection when configuring users within the USERS page.

Requests can be assigned to this group (refer to Opening and actioning a request).