Add/Edit Users to the Group

To add users to a group, follow the steps below:

1. In User Management, click the Groups icon in the left pane.
2. Select the group you want to add users to, from the list in the left pane.
3. Click Add Members to Group in the top menu bar.

   

4. The Select Members pop-up window is displayed with the list of the users. Here the user can view:
   • Search field: can directly serach the user name in the search box.

     

   • Site Contacts: users can be searched by applying filters to the contact type, site, country.

     

   • All Room Users: where overall users are displayed.

     

5. The user can edit the group name by clicking on the Edit button in the top left pane, the Edit Group pop-up window is displayed.
6. Edit the group name and click Save. The notification message is displayed, the changes have been saved successfully.

   

   

7. Click Delete From The Group button to delete the group in the top left pane, the Delete Group pop-up window is displayed.
8. Click Yes to delete the group.

   

Edit User

To edit a user from a group, follow the steps below:

1. Select the group containing the user you want to edit from the list in the left pane. The list of group members will appear on the right.
2. Select the checkbox next to the user's name and click Edit in the top menu.

   

3. The User details window will open, allowing you to modify the user's information. Follow the on-screen instructions to edit the user details as needed.

   

4. In the Groups tab, the user can manage the groups where it belongs to. The option are:
   • Add the user to an existing group by selecting the desired group(s) and clicking Add to Existing Group.
   • Remove the user from selected groups by marking the checkbox next to the group and clicking Remove from Groups.

   

5. Once the user made the desired changes, click Save to confirm. If further modifications are needed, such as How to Assign a User to Sites, you can navigate to the Sites tab.
6. Click on the Add to Sites button to add site to the user.

   

7. In the Add to Site window, you can assign the user to multiple sites:
   • Use the Search bar to find specific sites if needed.
   • Select the checkboxes next to the sites to add the user to. The user can select multiple sites, and the count of selected sites will be displayed.
   • Once the user made the selections, click Add to [Number] Site(s) to confirm.

   

8. To make more modifications move to the next section Activity Logs.
9. To filter and view specific user activity logs, follow these steps:
10. Click on the Select particular activity types to display field dropdown to see a list of activity types. Choose the relevant activity type to view.
11. Select the date range by clicking on the date fields.
12. Click Apply to display the filtered activities.
13. Review the displayed activities, and click Save.

    

14. To delete the member from the group, select the group in the left pane and then select the member to be deleted.
15. Click Delete button in the top menu bar of the main page. The Delete Members pop-up window is displayed.
16. Click Yes.