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.
Last updated
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.
Last updated
Assigning a User to a Group:
To assign a user to a group in our application, follow these steps:
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.
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.
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.
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.
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.
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.
Company Admin Privileges: Please note that only users with company admin privileges can access the admin panel and manage groups.