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.

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 user name to select all groups. Click anywhere else in the user name column header to sort 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 name to select all users. Click anywhere else in the group name column header to sort 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.