Modify Group

Steps to Modify a User Group

1. Open the Group Editor:
   From the Group Tasks navigation menu on the left side of the screen, click Add Group. This will open the Group Editor window.
   
2. Group Editor Tabs:
   The Group Editor has several tabs where you can modify different aspects of the User Group:
   1. General
   2. Permission
   3. Members
   4. Roles
   5. Categories
      
3. General Tab:
   From the General tab, you can edit:
   1. Group Title: Edit the name of the User Group.
   2. Description: Update the description to clarify the group’s purpose or scope.
   3. Click OK if no further changes are needed, or continue to other tabs from the Group Editor screen.
4. Permissions Tab:
   Adjust the permissions assigned to the User Group as needed.
   
5. Members Tab:
   Add or Remove individual users to the User Group. For detailed instructions, refer to this article.
6. Roles Tab:
   Modify the roles assigned to the User Group. For guidance on adding or removing roles, refer to this article.
   
7. Categories Tab:
   Adjust the Categories assigned to the User Group. To assign categories:
   1. Select one or more categories from the list.
   2. Click OK to confirm.
   3. You can select all the categories by clicking Select All before confirming.
   4. For more information on editing categories, please refer to this article.
      

For a step-by-step visual guide, please watch the video below about Modifying a User Group.