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How do I add a User to a Group?

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You can add TruVoice users to groups from both the Users view and the Groups view in Users & Groups.

In This Article:

 

Groups View: Adding Users to the Group

This option makes the most sense when you are adding multiple users to a group at the same time.

  1. Select Administration.
  2. Select Users & Groups.

 

  1. Select the Groups tab.

 

  1. Select the name of the group you want to add members to.
  2. Click Edit Group from the Group Card.

 

  1. Select the Members tab.

 

  1. There is a toggle that shows all users, users who are already members of the group, and non-members. Select either All of Non-Members to add new members.

 

  1. Click the checkbox to add or remove users from the group.
    • A checked box means the user is in the group.
    • An unchecked box means the user is not in the group.

 

  1. Click Save.

 

Note: By default, the page filters to include only Enabled users. To add disabled users to a group:

 

  1. Click on the filter symbol in the Status column.

 

  1. Click Select All then Filter.

 

  1. All users, both enabled and disabled, will be shown

 

Users View: Add the User to a Group

This option makes the most sense when you are adding a user to multiple groups at the same time.

  1. Select Administration.
  2. Select Users & Groups.

 

  1. Select the Users tab.

 

  1. Select the name of the user you want to groups.
  2. Click Edit User from the User Card.

 

  1. Click on the Groups tab.

 

  1. You will see a list of all available groups. Each group will have a checkbox next to the group name.
  2. Check the box next to the group(s) you want to add the user to.
  3. Uncheck the box next to any groups you want to remove the user from.

 

  1. Click Save.

 

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