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View and Edit Groups for an Employee / Update User Groups

View and Edit Groups for an Employee / Update User Groups

Owned by Lisa Barnett
Last updated: Mar 05, 2024 by Beny

Applies To Version(s): 4

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.



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

    The Available Groups, which are the groups on your site that have not been assigned to the selected user (employee) are listed on the left side. The Assigned Groups which are listed on the right side are the groups that have been assigned to the user (employee).





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.


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