(Example) Change the Groups for a User

Prerequisites

• A user account with an AgilePoint ID.

  For more information, refer to:

  • Users
  • (Example) Add a User with an AgilePoint ID
• A group.

  For more information, refer to:

  • Groups
  • (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:

  • Roles
  • (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 Manage Center, click Access Control > Users.

   
   
   

3. On the Users screen, select a user.

   
   
   

4. Click Edit User.

   
   
   

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

   
   
   

1. On the Groups tab, click Add Groups.

   
   
   

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

   
   
   

3. Click Search .

   
   
   

4. In the group list, select Expense Reimbursement Approvers.

   
   
   

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