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Editing groups

Roles and permissions

The following roles can edit groups:

  • Administrators

  • Compliance managers

To edit a group:

  1. From the left menu, select Settings.

  2. Select the People tab.

  3. Select the Groups tab.

    groups-tab.png

  4. Locate the group you want to edit, then click Edit.

    group-edit.png

    The Edit group window opens.

  5. Do any or all of the following:

    • Hover over the group name to change it

    • Add additional users to the group via the Add users drop-down menu

    • Click the arrow next to a user, then select Set as group lead to designate the user as the group lead. See Setting a group lead.

    • Click the arrow next to a user, then select Remove to remove the user from the group.

Use the View selector in the toolbar to save the filter configuration of the Groups window. See Creating and saving custom views.

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