Edit User

Edit a user's group membership.

In certain situations, you might need to update a user's group membership. For example, you might need to remove them from a group or add them to a new group. In such cases, you can edit the user to update their group details.

Before you begin

Before editing a user, note the following points:

  • You can only update the groups to which the user belongs. You cannot edit any other information.

  • If a user's general information (such as name, email address, or contact details) needs updating, the individual must update the details themselves through the My Profile option in the profile menu. To learn more, see Manage profile.

Edit a user's group information

Follow these steps to update the groups assigned to a user:

  1. On the Users page (Settings > Users) page, find the required user.

  2. Click the actions icon (•••) for the user and select Edit. The Edit user page displays.

  3. Select the Groups section and make the changes as necessary:

    • To assign a group to the user, select the checkbox.

    • To remove the user from a group, clear the checkbox for that group.

  1. Click Save. Your changes are applied immediately.

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