RB User Guide > Setup > Users and Groups > Users > Creating user accounts

Managing users’ group memberships

At minimum, a user must be a member of one security group, but can be in an unlimited number of security and message groups. Set up groups first, then add members.

1. If not already in the user account you want to update, click Setup > Users and Groups, then click the hyperlinked name of the user you want to update, and click Edit in the View User window.
2. In the Edit User window, scroll or jump to the Groups pane.

   • To add the user to a group:

     1. In the Groups pane, click .
     2. In the Add Groups panel, all of your RB9 groups are listed (see Managing groups). Check the box(es) of group(s) the user should join.

   • To delete the user from a group:

     1. In the Groups pane, check box(es) of the group(s) you want to remove the user from.
     2. Click .
     3. Click Yes in the popup.
3. In the Edit User window, click Save.

TIP: Quickly add/delete multiple group members

If you have multiple users to add to or delete from a group, do these tasks at the group level instead of the individual user level to save time. See Adding or deleting group members.

Reference

• Lookup panel
• Date Navigator

Step-by-step instructions

• Creating groups
• Managing groups
• Adding or deleting group members