This guide has been created for system administrators.

Specific role permissions may be required, including: Users.


Overview:

The group function in Edays allows users to be grouped based on your organisational requirements e.g. by location, department or team name. If a user changes from one group to another, this can be adjusted in their user profile.


This guide provides the steps required to change the groups a user is assigned to. If you have a requirement to change many users' groups please click here to see our guide to applying Bulk User Updates.


Step by step guide:

  • Navigate to: Admin tools > Users.
  • Locate the user whose groups you wish to alter and click the edit button to the right.
  • On the user detail screen, ensure the Profile tab is selected.
  • Scroll the page to the Groups section.
  • Assigned groups are displayed in blue. If required, remove an assigned group by clicking the 'x' to the right of the group name.
  • You can assign a new group by clicking the input box to the right of the required group type, and selecting the required group name. 
  • If the group type allows for multiple selection, you will be able to assign further groups to the user by repeating the previous step.
  • Once you have finalised any adjustments, click the Save button at the foot of the page.


Please note: The ability to assign a user to multiple groups within a single group type is determined by the group type settings. Please click here to see our guide to editing group type settings. 


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Related Guides:

Bulk User Update - Groups