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Group user management

Eptura Knowledge Center

Group user management

Add and remove users from a group. Copy users from one group to another. Export group members to a CSV file.

Add users to a Group

Add a user to a group to provide different permissions from the default group permissions. By adding a user to a group, you can enable or disable specific actions for that user.

Up to 20 users can be added to a group at a time.

  1. From the Group permissions tab in User Management, select the location and group from the drop-down lists.
  2. Click + Add users.
    um-group-permissions-add.png
  1. Enter the name of the user in the search box and continue adding users (up to 20) then click Continue when done.
    um-group-permissions-add-to-group.png
  1. Select the required permissions for the selected users and click Continue. If the group manages both meeting spaces and personal spaces you will see a permissions tab for each space type, enabling you to select different permissions for each type.
    um-group-permissions-type-box.png

If a selected user has conflicting permissions, for example, if they are an administrator of the group, a Group Permissions error is displayed and the conflicting user is not added.

If a selected user is already listed in the group, the new permissions overwrite the previously applied permissions for that user.

Finding a user in a group

Use the Filter box above the table to find specific users in a group. Enter a name, username, or department.

um-group-permissions-filter.png

Removing users from a group

Remove a user from a group to reapply the default group permissions.

Tick the checkbox to the left of the user(s) you want to remove from the group, then click Remove (#) from this group button (the button is only visible when at least one user is selected). The default group permissions now apply to the removed user(s).

um-group-permissions-remove.png

Add users to another group

  1. Tick the checkbox to the left of the user(s) you want to add to another group.
  2. Click Add (#) to another group.
    um-group-permissions-add-to-another.png
  1. Select the Country, Location, and Group you want to add the user(s) to, then click Continue.
    um-group-permissions-add-to-another-1.png
  1. Select the required permissions and click Continue.
  2. Review the notice and click Add.

Export group members to CSV

To export all users in the table to a CSV file, click the Export as CSV file button above the table. Note that the button is only displayed when none of the user checkboxes are ticked.

um-group-permissions-export.png

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