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How to Add User to a Group

You can add a user to a group either from the user level or the group level under Settings > Company Settings. Group membership grants access to records such as requisitions, jobs and employee contracts assigned to that group.

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Written by Steve Waters

Adding a user from a group will also grant them access to records such as requisitions, jobs, and employee contracts assigned to that group. Depending on the user's role, they can view the details of the records and action them accordingly.

There are two ways to add a user to a group:


1. Add from user level

  • Navigate to "Settings > Company Settings"

  • Click on the "User permissions" tab

  • Select the user you want to add to a group

  • In the "Groups" field, type or find the group name from the dropdown, then select it

  • Click "Save" to update your changes

Add user - user level.gif


2. Add from group level

  • Navigate to "Settings > Company Settings"

  • Click on the "Groups" tab

  • Select the group from which you want to add a user or users

  • In the "Group members" field, type or find the user's name from the dropdown, then select it

  • Click "Save" to update your changes

Add user - group level.gif
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