Who this is for: System administrators. Requires 'User Management' permission.
Overview:
This guide explains how to change which groups an individual user belongs to (e.g., moving from "Sales Team" to "Marketing Team").
How Group Assignments Work:
Users can belong to multiple groups (e.g., by department and location). Changing assignments updates their team structure and access rights.
How to Change a User's Groups:
- Navigate to Admin Tools > Users
- Click Edit next to the relevant user
- Select the Profile tab
- Scroll to the Groups section:
- Click on the dropdown of the group in question to select a new group
- Click Save User at the top
Additional Information:
- Key terms:
- Group Type: The category (e.g., "Departments")
- Multiple selection: Some types allow users to belong to multiple groups
- Permissions: Requires 'User Management' access
- Tip: Check group type settings if you can't assign multiple groups
- Reminder: Changes take effect immediately
- Search tip: Use the search bar to quickly find users or groups