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Add or Remove Access Group Members

Available in: Enterprise and Premier

NOTE

Changes to Access Groups settings, including the addition and removal of account members, are not currently recorded in the Audit Log.

 

How to Manage Access Group Members

The Access Group Members page allows you to add or remove members from the corresponding Access Group. If members were previously assigned to this access group, they will appear in the Access Group Members table. Along with their profile picture, you’ll see the member’s role, date added, other access groups to which they belong, and their account permissions.Access-Group-Members-Page.pngWhen you add account members to an access group, they automatically gain access to the privileges and features configured for that group.

   

Step-by-Step

How to Add Members to an Access Group

  1. Hover over Settings in the left-hand nav bar and select Access Groups.Access-Groups-Left-Nav.png
  2. On the Access Groups page, click on the name of the access group to which you want to add members.
    - or -
    Select Edit Access Group from the More (“   ”) icon under the Actions column header.Edit-Access-Group-2way.png
  3. Next, on group details page, locate the Access Group Members section. If members were previously assigned to this access group, this section contains profile pictures of the first 10 members. If more than 10 members are assigned, the final profile placeholder image will show you how many additional members belong to the group. Hover over a member’s profile picture to see the name of the member.
  4. Click Edit to the right of the Access Group Members box to open the Access Group Members page.Access-Group-Members-Box.png
  5. On the Access Groups Members page, any members previously assigned to this access group will appear in the table along with their profile picture, account role, date they were added to the access group, other access groups to which they belong, and their account permission level.Access-Group-Members-Page.png
  6. Click the Add Access Group Members button. Add-Access-Group-Members-Button.pngThis will open the Add Access Group Members dialog and allow you to add members to the access group. Here, you can search for account members by their name or account role. You can also check what other groups each member belongs to so you don’t accidentally grant someone too many privileges.Add-Remove-Access-Group-Member-Dialog.png
  7. To add a member to the access group, check the box to the left of their name and profile picture.Add-Single-Member-to-Access-Group.png
  8. If you want to add all of your account members to this access group, check the box in the column header.Select-All-Account-Members-Checkbox.png
  9. Doing either of these will cause the Add Access Group Member button to appear.
  10. Click this button to add the member(s) to your access group.

Step-by-Step

How to Remove Members from an Access Group

  1. Hover over Settings in the left-hand nav bar and select Access Groups.
  2. On the Access Groups page, click on the name of the access group for which you want to remove members.
    - or -
    Select Edit Access Group from the More (“   ”) icon under the Actions column header.Edit-Access-Group-2way.png
  3. Next, on group details page, locate the Access Group Members section. If members were previously assigned to this access group, this section contains profile pictures of the first 10 members. If more than 10 members are assigned, the final profile placeholder image will show you how many additional members belong to the group. Hover over a member’s profile picture to see the name of the member.
  4. Click Edit on the right of the Access Group Members box to open the Access Group Members page.Access-Group-Members-Box.png
  5. On the Access Groups Members page, any members previously assigned to this access group will appear in the table along with their profile picture, account role, date they were added to the access group, other access groups to which they belong, and their account permission level.Access-Group-Members-Page.png
  6. To remove a member from the access group, check the box to the left of the member's name and profile picture.
    - or -
    If you want to remove all members from this access group, check the box in the column header.Remove-Access-Group-Member-ANI.gif
  7. Doing either of these will cause the Remove Access Group Member button to appear.Remove-Access-Group-Member-Button.png
  8. Clicking this button will cause the Remove Access Group Members confirmation to appear. You will see the name, account role, and profile picture for every group member you are about to remove.Remove-Access-Group-Members-Dialog.png
  9. You may either Cancel or accept the removal of the selected group members from this access group.

 

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