Removing Accounts from Groups

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

Procedure

  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.

     

  4. Under Select Options, select Remove accounts from group.

     

  5. Click Next.

  6. Select each account you want to remove from 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 access have to run.

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