View and Edit Groups for an Employee / Update User Groups

Overview

View and Edit Groups for an Employee allows you to:

• View the security groups that have been assigned to an employee (user)

• Add an existing security group(s) to an employee (user)

• Remove group(s) from an employee (user)

Requirements/Dependencies

In order to add a new user to your ShareVision site, you will need to

• Login with ShareVision Administrator permissions 

• Have set up some permission groups on ShareVision

• Have a plan for which groups should be assigned to which employees (users)

Viewing Groups Assigned to an Employee (User)

1. Logged in as a Site Administrator, select the gear icon in the upper right corner and select: Site Administration
   

2. When prompted, enter your ShareVision Administrator username and password.
   
   

   
   
   

3. Select View and Edit Groups for an Employee.

   Open

   

4. Select a Category (optional) and User from the User list.

Adding Groups to a User (an Employee)

1. To add one or more groups to an employee, select the group(s) from the Available Groups.

2.  Select the > (add) button.

3. The groups have been added to the user's (employee's) account. They are now listed under Assigned Groups.

Removing Assigned Groups to a User (an Employee)

1. To remove one or more groups to an employee, select the group(s) from the Assigned Groups.

2. Select the <- (remove) button.

3. The groups have been removed from the user's (employee's) account.