(Example) Change the Groups for a User

Prerequisites

• A user account with an AgilePoint ID.

  For more information, refer to:

  • Create New User screen
  • (Example) Add a User with an AgilePoint ID
• A group.

  For more information, refer to:

  • Add Group screen
  • (Example) Add a Group
• You must have the Create and Update Users and Create and Update Groups access rights to add or change the groups for a user.

  For more information, refer to:

  • Add Role screen
  • (Example) Add a Role
  • (Example) Add a Member to a Role
  • (Example) Change the Roles for a User
  • (Example) Change the Roles for a Group

How to Start

1. Click Manage.

   
   
   

2. In the Manage Center, click Access Control > Users.

   
   
   

3. On the Users screen, click Expand a user.

   
   
   

4. On the user detail screen, click Edit User.

   
   
   

5. On the Edit Profile screen, click the Groups tab.

   
   
   

1. On the Groups tab, click Add.

   
   
   

2. On the Add Groups screen, in the Group Name field, enter Expense Reimbursement Approvers.

   
   
   

3. Click Search.

   
   
   

4. In the Available Groups list, select Expense Reimbursement Approvers.

   
   
   

5. Click Ok.
6. On the Groups tab, click Update.