Assigning and Managing a User's User Groups - System Administration - Cloud - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Cloud System Administration
Platform
OnBase
Product
System Administration - Cloud
Release
Foundation 23.1
License
Standard
Essential
Premier

A user may be assigned to User Groups when their account is created, and a user may have their assigned User Groups edited from their user page. While on a user's page, their currently assigned User Groups are listed under the User Groups heading.

To edit a user's User Groups in the OnBase Administration Portal:

  1. Select the user from the Users page.

    The user's page is displayed.

  2. Near the User Groups heading, click Manage.

    The Manage User Groups dialog box is displayed.

  3. In the User Groups table, click a User Group to assign the user to that User Group or click Select All to assign users to all of the listed User Groups. Assigned User Groups are displayed in the Assigned table.
    You may also filter the list of User Groups by entering text in the Search User Groups field. Using the Select All option after filtering the list of available User Groups allows you to assign a user to multiple User Groups at once.
  4. To remove a user from an assigned user group, click a user group listed in the Assigned table. To remove a user from all of their assigned user groups at once, click Unselect All.
  5. Click OK.

    The User Groups list on the user's page updates to reflect the new User Group assignment.

  6. Click Save to save your changes to the user's page.