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Adding Users to User Groups

Table 64. Availability - Legacy plans


Overview

User group admins can add users to user groups that they manage. Account admins can add users to any user groups in the account. On Enterprise accounts, account admins' right to add users to groups can be revoked.

If necessary, you can add new users to existing user groups in your account.

How to add users to user groups

There are two ways of adding a user to a user group. Once you complete the steps, users are immediately added to the user group.

Option 1

Adding_Users_to_User_Groups-Option_1.png
  1. Click your profile image in the workspace's upper-right corner.

  2. Select Settings from the dropdown.

  3. Click Users in the left panel to open a list of all users and groups in the account 1.

  4. Check the boxes to the left of the profile images of the users you want to add to the group (you can select multiple users at once) 2.

  5. Click Add to a group on the panel which appears on the right 3.

  6. Select a group from the list or start typing the group name and select it once it appears 4.

Option 2

Adding_Users_to_User_Groups-Option_2.png
  1. Click your profile image in the workspace's upper-right corner.

  2. Select Settings from the dropdown.

  3. Click Users in the left panel to open a list of all users and groups in the account 1.

  4. From the left-hand panel, select the group you want to add users to 2. If you don't see the group in the list: click next to the magnifying glass icon, start typing the group name, and select it once it appears.

  5. Click + Add users at the top of the view 3.

  6. You'll see two options:

    • Add from account: Add someone who is already part of your account. Select some user(s) from the list or start typing their name or email and select them once they appear. Then click Add.

    • Invite by email: Add someone who isn't part of your account.

      • Enter their email address. You can add multiple emails separated by a space.

      • Specify their license type.

      • Click Invite users.

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