How do I add a user to a group?

You can create a user group to organize users by location, department, or any other way you might want to group users. For example, you may want to organize all accounting users into an "Accounting" group, or organize users in the legal department into a group named "Legal" to make it easy to find these users later.

A user may belong to one or more groups. To add one or more users to a group, use one of the methods below.

Adding one or more Existing Users to one or more Groups

Perform these steps.

  1. Select Users from the left side of the page.
  2. Select Users.
  3. Choose the desired users by selecting a checkbox for each.
  4. Select Add to Group. The Add to Group window displays.
  5. Select the desired groups.
  6. Click Save.

Adding a New User to a Group

Perform these steps:

  1. Select Users from the left.
  2. Select Add User.
  3. Complete the information for the user.
  4. Use the checkboxes to select the groups to which you want to add the user.
  5. Select Submit.

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