Assign Users to a Group

   Journey Manager (JM) The transaction engine for the platform.  |    System Manager / DevOps  |  All versions This feature is related to all versions.

Manager allows you to assign users to a group. You can use this functionality to:

  • Assign several user accounts to a newly created group
  • Change an existing group’s membership after you added or removed some user accounts

To assign user accounts to a group:

  1. Select Security > Groups.
  2. Locate a group and click Edit.
  3. Select the Members tab to see a list of the assigned user accounts in Group Members.
    Note

    This list is empty for a newly created group.

    Manager assign users to a group
  4. Select one or more user accounts from User Accounts and click > to assign them to this group.
    Note

    You can use the Shift and Ctrl keys to select multiple user accounts on Windows PC.

  5. To revoke assigned user accounts, select the user accounts from Group Members and then click <.
  6. Click >> to assign all user accounts.
  7. Click << to revoke all user accounts.
  8. Provide your password in the Your Password field, for security reasons.
  9. Click Save to update the changes.
Note

You can also manager a user group membership from the user account.

Note

If this is a form group, check which forms this group has been given privileged access to.

Note

You can also check any form’s group access.

Next, learn how to assign groups to a user.