How To Add And Remove Users From A User Group

Introduction

User Groups are used to organize users and help identify job descriptions. This article will go into how to edit which group a user is in and what each Group is intended for.

High-Level Overview:

  1. Navigate to user's profile page
  2. Click on User Groups tab
  3. Add or remove User from Groups as needed

Protip!

Most of the User Groups serve no purpose other than for organizing Users. Only the Admin and Sales Rep groups change system funcitonality.

Admin: Allows a user to access all settings and features in your account with very few restrictions.

Sales Rep: Allows a user to own an Opportunity record . A user that is not in the Sales Rep group can be allowed to view and edit these records, but they cannot own them unless they are in this group

 

Step-by-Step Instructions

  1. Navigate To Admin -> Users

    Hover over the Infusionsoft logo and then click on the Users option under the Admin area. From there, click on the name of the user you would like to edit, then click on their "User Groups" tab.

  2. To Add User To A Group

    1. Click on the Please Select One drop-down and then on the group you wold like to add this user to.


       
    2. Click on the Add button

    Protip!

    Clicking on the Save button will not add a user to a group. Only the Add button will do this!

  3. To Remove User From a Group

    1. Navigate to user's profile under the User Groups tab as shown above.
       
    2. Click on the Remove link corresponding with the Group to be removed.