Members tab (workgroups)

Use the Members tab to assign users to or remove users from a workgroup.

Manage Workgroup Members

  1. Go to System Administration > System Admin > Security Setup > Workgroup.

  2. Click the Members tab.

  3. Select the checkbox of the user to include in this workgroup. Clear the checkbox to exclude a user.

  4. (Optional) If you have many users, apply the Filter to filter by User ID, Last Name, or Workgroup.

  5. Click Save.