Change a user's group

• Groups are useful for reporting purposes.
• Group can affect a user's perspective and permissions in the system if the group has a role associated with it.

Reading Time: 30 seconds

Step 1: Click on Organization in the side menu.

Step 2: Click on the People tab at the top of the screen.

Step 3: Search and select the user whose group you need to change.

Step 4: Go to the user's Profile tab.

Step 4: On the person's profile, under Group

Click Change...

Step 5: In the dialog search and select the groups you want to assign the person. Note you can assign multiple groups.

Step 6: Click OK.

These groups will now appear as chips in the user's Group field.

Article ID: xapimedA_20200331_18