Adding User to a Group Through User Details Page
To add a user to an existing group, you must have the Manage Organizations permission or at least the Manage Users permission in CentraSite.
Note: | Users who have the Manage Organizations permission have the Manage Users permission by implication. |
You can add a user to a group in CentraSite Business UI in the following ways:
From the User Details page
From the Group Details page
To add a user to a group from the User Details page
1. In CentraSite Business UI, you can display the list of users in one of the following ways:
Using the Typeahead Search. In the Search box, click
Everything, and type the name of the user in the search text box.
As you enter the partial text, CentraSite returns the list of users that meet your search text.
Using the Browse functionality. Click the
Browse link that is located in the upper-left corner of the menu bar.
i. In the Additional Search Criteria list, select Asset Types, and click Choose. This opens the Choose Asset Types dialog box.
ii. Click the chevron next to Everything option button and select the User check box and click OK.
This displays a list of defined users in the Search Results page.
Through the Organization Details page. If you have the Manage Organizations permission, you can also use the
Manage Organizations activity to view the list of users in an organization. Click an organization whose list of users you want to view, and then select the
Users profile in the
Organization Details page.
This displays a list of defined users in the Organization Details page.
2. Click the user you want to add to a group.
This opens the User Details page. Also, the actions bar displays a set of actions that are available for working with the displayed user.
3. On the actions bar of the User Details page, click Add to Group.
4. To see a list of all available groups, click the Search icon.
You can also type the first few characters of the group name in the search field, then click the Search icon. This will display all groups whose name starts with the given characters. You can use wildcard characters (* or %) in the search field. You can sort the groups based on the generic attributes - Name, Description, and Organization, by using the Sort By list. You can also configure the group attributes that you want to view by using the View list.
5. In the list of groups, select one or more groups to which you want to add the user.
6. Click Add.
This adds the user to the selected group(s).
