Article Content
Overview
An Administrator can make changes to a User Group or delete a User Group from the system. A User Group organizes system users into specific groups based on their organizational role (e.g., Employee, Management, etc.). Adding users to a User Group allows an Administrator to assign multiple users within a User Group to a Role by assigning the User Group to a Role instead of manually assigning a Role to each user.
User Account Requirements
The user account you use to log into Resolver must have advanced permissions to access the Admin Overview screen.
Related Information/Setup
Please follow the link below for more information regarding User Groups.
Navigation
- From the Home screen, click the System icon.
System Icon
- From the Admin Overview screen, click the User Groups tile under the People section.
User Groups Tile
- From the Admin: User Groups screen, enter a User Group Name or keyword in the Search field or scroll down until you locate the correct User Group.
Search Field
- Click a User Group to open the Admin: Edit User Group screen.
Admin: Edit User Group Screen
Editing a User Group
- From the Admin: Edit User Groups screen, click the Edit icon to edit the User Group's Name and Description fields.
Edit Icon
- Enter a User's name in the Users field and click the user's name from the drop-down list. Continue adding more users as required.
- Click the +Add Selected button to add the selected user to the User Group.
Note:
Users who are currently logged in when they are added to a user group will need to log out and then log back in before the changes are applied.
+Add Selected Button
- Click the Delete icon to delete a user from the User Group.
Delete Icon
- A Confirmation pop-up will appear.
- Click the Yes button to remove the user from the User Group.
Confirmation Pop-up
Deleting a User Group
- From the Admin: Edit User Group screen, scroll to the bottom of the screen and select the Delete button.
Delete Button
- A Confirmation pop-up will appear.
- Click the Yes button to delete the User Group from the system.
Yes Button