Add users to a group - UMG Enabled

Adding users through the user profile (when Users in Multiple Groups is enabled)

Group-level admins have the authority to allow or disallow a user's membership to each group they administer via the user's profile. (Account-level admins have the authority to add any member to any group.)

• The user must be exposed to the group admin (through creation or admin entitlement) for the user to be visible in the list of users

To add group membership:

• Navigate to [Group] > Users in Group page
• Double-click the user to open the user profile
• Click the plus icon to the right of the Group Membership header
  • The Add Group Membership dialogue box opens        
• Select the group you want to add the user to
  • Only the groups the admin is an administrator of are selectable
• Click Add
• Repeat the process for all groups to be added
• Click Save when done.

Users newly placed into a group will adopt two authority values:

• Group Admin - Does the userID have group-level administrative authority?
  • False by default

• Can Send - Does the userID have the authority to access templates/workflows and send agreements under the group's property profile.
  • True by default

Check or uncheck the values per group as necessary

• Click Save when done