System Administrator Scenarios › How to Create a User Group › Add Users to a User Group

Add Users to a User Group

Add users to a user group so they share access rights and can perform similar tasks. For example, you can add all users who are portfolio managers to a user group named Portfolio - Managers so that they have the same rights and can perform similar tasks with portfolios.

Follow these steps:

1. Open Administration, and from Organization and Access, click Groups.
2. Open a group and click Resources.
3. Click Add.
4. Select the users to add to the user group and click Add.

   The users are added to the user group.

5. Choose one of the following options:
   1. Click Continue to add access rights to the user group.
   2. Click Return to go to the list of user groups.

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