Assign a user to a user group

Users can be assigned to one or more user groups. Users within the user group will inherit all user group permissions and any specific access rights to diagrams, documents, storyboards, attachments, etc.

1.From the Tools menu choose Users and then User Accounts.

2.Click and drag the user onto the user group (in the left pane).

How do I view which custom groups users are members of?

You can view which custom groups users have been assigned to by including the Groups field in the User Details List report. This is also useful as it highlights any users that are not members of any custom groups. Note that this does not apply to the system default user groups (for example, administrators, process authors, change managers, etc).

From the Reports menu (in the User Accounts window), choose User Details List. To add the Group column to the report, from the View menu choose Column Customizing, then click and drag the Group column header onto the existing report headers.

Creating user groups