Assigning a User

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.