Managing Groups

This will redirect you to the Edit Group page. The page contains the same fields as the Create Group page. The only difference is that on the Edit page you will see the Users section.

In this section, you can see what users are assigned to this specific group and de-assign them if needed.

Editing a Group

To edit the group:

1. In the Groups > Actions column, click Edit.
2. On the Edit Group page you can:
   • Rename the group by changing the value in the Title field.
   • Assign a new role to a group. You can also remove the already assigned roles by clicking X on the left of the assigned role.
3. Once you finish updating the values, click Save.

To de-assign a user from a group:

1. In the Groups > Actions column, click Edit.
2. On the Edit group page in the Users section, click Delete in the Actions column.

Tips and tricks In case you need to know what roles are assigned to a specific group without initiating the update flow, do the following:

1. On the Groups table view page, click the hyperlinked value in the Roles column. All roles assigned to this group are listed in the Roles in Group pop-up that appears.
2. Click Close to close the pop-up window.

What’s next? The preliminary steps are performed so you can proceed and create an actual user record.