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  1. Admin
  2. Groups

Assigning a User

This section outlines the steps to assign a user to an existing group within the admin panel, from accessing the group tab to confirming the user assignment in the group details.

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Last updated 3 months ago

Assigning a User to a Group:

To assign a user to a group in our application, follow these steps:

  1. Accessing the Group Edit Panel:

    • Log in to the admin panel using your credentials.

    • Navigate to the "Manage Groups" tab in the menu bar.

    • Click on the group from which you want to assign a user. This action opens the group edit panel.

  2. Navigating to the Users Section:

    • Once in the group edit panel, scroll down to find the "Users" section.

    • This section displays the users currently assigned to the group.

  3. Adding a User:

    • In the "Users" section, you will find an option to add a user to the group.

    • Click on the dropdown menu provided to select the user you want to add.

  4. Selecting the User:

    • A dropdown menu will appear containing a list of available users.

    • Scroll through the list or use the search functionality to find the user you wish to add.

    • Click on the user's name to select them.

  5. Confirming User Assignment:

    • After selecting the user, ensure that the correct user is displayed in the list of users within the 'Users' section.

    • Review the selection to verify accuracy.

  6. Saving Changes:

    • Once you have ensured they have been added to the group, click save and exit the group editing panel to save the changes.

Note: Ensure that you assign users to groups based on their roles and responsibilities within the organization to maintain appropriate access levels and permissions.

Additional Information:

  • Company Admin Privileges: Please note that only users with company admin privileges can access the admin panel and manage groups.