Adding Accounts to Groups

As a group owner, you may need to update your group members from time to time manually. When this is the case, you can do this via the Manage Group Wizard in Resource Admin.

Add accounts to groups

1. Log in to Resource Admin.

2. Select Groups from the Resource Type menu and search for the group you want to update.

3. Click the gear icon on the group record and select Manage Group Wizard.
   
   

   Open

   

    

4. Under Select Options, select Add accounts to group.
   
   

   Open

   

    

5. Click Next.
   You should see all users currently eligible for group membership.
   
   

    

6. Select each account you want to add to the group and click Next.
   
   

   
   After the wizard completes the request, you should receive an Operation Execution Summary message stating the request was executed successfully.
   
   

    

7. Click Submit to close the summary message.

8. Select whether you want to manage another group now. In this case, we are selecting No to exit the wizard.
   
   

   
   Selecting No directs you to the Workflows page, where you can initiate group-related workflows that you have the access to run.