Membership Settings for Users and Groups

Use the Membership page in the Users or Groups view to assign group membership.

You can only assign users to groups with the same or a lower level of product access. For example, you cannot assign users with External User access to a group with User product access.

Important: When you add members to an existing group, group preferences are not automatically applied. If you want to set preferences for new members, you must edit the group and then apply preferences on the Group Preferences tab. For details. refer to Applying Preferences to New Group Members.

The following options are available on the Membership page when you are adding or editing user accounts:

Group Access Type
Filter the list of groups by product access type. For details, refer to Product-Access Types.
Search
Filter the list of groups by searching for them by name. Searches are case-insensitive.
Sorting
By default, groups are listed alphabetically. Click the headings for individual users to sort the list by membership assignments.
Membership
All groups are listed, but only those with a product-access type compatible with the user's type are enabled for selection.
User Name
Indicates the user accounts you are editing. Select the check boxes to assign group membership to the users.

The following options are available on the Membership page when you are adding or editing group accounts:

User Access Type
Filter the list of users by product access type. For details, refer to Product-Access Types.
Search
Filter the list of users by searching for them by user name or login ID. Searches are case-insensitive.
Sorting
By default, users are listed alphabetically. Click the group headings to sort the list by membership assignments.
Users
All users are listed, but only those with a product-access type applicable to the group are enabled for selection.
Group Name
Indicates the groups you are editing. Select the check boxes for users to assign membership.