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Manage an Access Group

Mackenzie Nelson
Mackenzie Nelson
Updated

In this article

Edit Access Group details, add or remove users from an Access Group, or delete an Access Group

Edit Access Group Details

  1. Find the Access Group.

  2. Click View Details.

    ag_visibility_access_group_details_2.png

  3. Click Edit.

    ag_manage_edit_2.png

  4. Make the necessary changes. You can edit the group name, default status, and rule.

  5. Click Save. The edits are complete when you see a Changes successfully saved message above the Access Group details drawer.

    ag_manage_edit_5.png

Add Users to an Access Group

  1. Find the Access Group.

  2. Click View Details.

    ag_visibility_access_group_details_2.png

  3. Click on the add members button.

    ag_manage_add_user_2.png

  4. Search for users to add to the Access Group.

    ag_manage_add_user_3.png

  5. Click Done once you are finished adding members.

You can also add a user to an Access Group directly from their User Details in the User Management UI. See more about how to do this here.

Remove Users from an Access Group

Remove a user's membership to an Access Group.

  1. Find the Access Group.

  2. Click View Details.

    ag_visibility_access_group_details_2.png

  3. Find the user you want to remove from the Member list. Search for the user in the access group by full email. Click on the X button next to the member you want to remove from the Access Group.

    ag_manage_remove_2.png

  4. The user is removed and a confirmation message appears.

    ag_manage_remove_3.png

You can also add a user to an Access Group directly from their User Details in the User Management UI. See more about how to do this here.

Delete an Access Group

  1. Find the Access Group.

  2. Click View Details.

  3. Click Edit.

  4. Click Delete.

    ag_manage_delete_3.png

  5. Type in the Access Group name and click Confirm delete.

    ag_manage_delete_4.png

  6. The Access Group is deleted. A confirmation message appears.

    ag_manage_delete_5.png

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