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Add and Remove Users in a User Group

How to Add and Remove Users in a User Group

  1. Navigate to the User and Group Manager Module
    Select the User and Group Manager module at the top of the ExpensePoint screen.
    User and Group Manager module at the top of the ExpensePoint screen
  2. Select the Group
    From the Group list, select the group you wish to edit then select the Modify Group menu option from the Group Tasks navigation menu.
    Modify Group menu option in the Group Tasks navigation menu
  3. Access the Members Tab
    In the Group Editor, go to the Members tab to manage individual users within the User Group.
    Group Editor window open to the Members tab
  4. Add Users
    Click the Add button located at the bottom of the Members List table.
    Add button in the members tab of the group editor
    From the available user list, select the users you want to add to the group.
    Group Editor Members list
  5. Remove Users
    If you want to remove a user from a group, click the Remove button at the bottom of the members list. Before deleting it, the system will prompt you to confirm the deletion.
    Confirmation message asking if you're sure you want to continue with this action
    Once confirmed, the removed user will no longer appear in the list.

 

 

For a visual walkthrough, please watch the video below on Adding Users to a User Group.