Add or Remove Users from a User Group

Contents

• Overview
• Pre-conditions
• Steps
• Supplementary Information

Overview

Find more information on how to add or remove users from a user group in Clausematch.

Pre-conditions

• System Level Permission: 'Manager Users', 'System Administration'.

Steps

Add Users to a User Group - Actions Menu Method:

1. Click on the grid icon on the right hand side of the dashboard.
2. Select Admin panel.
3. Select Users and groups tab.
4. Find the group to be edited in the list on the left hand side.
5. Click on the three-dot icon next to its name for the actions menu.
6. Select Add users to group.
7. (Optional): Search users by name using the search field in the upper right corner.
8. Tick the boxes next to the users to be added to a user group.
9. Click Accept.
   
   

Add Users to a User Group - Corresponding Button Method:

1. Click on the grid icon on the right hand side of the dashboard.
2. Select Admin panel.
3. Select Users and groups tab.
4. Find the group to be edited in the list on the left hand side.
5. Click on the group name.
6. Click on the Add users to group field on the top left side.
7. (Optional): Search users by name using the search field in the upper right corner.
8. Tick the boxes next to the users to be added to a user group.
9. Click Accept.

Remove Users from a User Group - Actions Menu Method:

1. Click on the grid icon on the right hand side of the dashboard.
2. Select Admin panel.
3. Select Users and groups tab.
4. Find the group to be edited in the list on the left hand side.
5. Click on the three-dot icon next to its name for the actions menu.
6. Select Manage users in group.
7. (Optional): Search users by name using the search field in the upper right corner.
8. Uncheck the boxes next to the users to be removed from a user group.
9. Click Accept.

Remove Users from a User Group - Corresponding Button Method:

1. Click on the grid icon on the right hand side of the dashboard.
2. Select Admin panel.
3. Select Users and groups tab.
4. Find the group to be edited in the list on the left hand side.
5. Click on the group name.
6. Click on the Manage users in group field on the top left side.
7. (Optional): Search users by name using the search field in the upper right corner.
8. Uncheck the boxes next to the users to be removed from a user group.
9. Click Accept.

Supplementary Information

User Card

Hovering your mouse over a user's name will display their User Card, which contains key information in the form of their system fields as well as custom fields.

This user card is present in various locations of the platform, so including the table of users as well as the permissions list of a document.

Number of Users displayed

The number of users per page can be changed to any of the following:

• 50
• 100
• 200

Export User Table

An export can be made of the table view containing information about your Users. This handy feature helps you provide data to external users and meet your internal reporting and audit needs faster.

This up to have the same columns and order that you see on the platform.

You will be able to export items that you see on the page.

Notes

Export User Table

• Data from other pages will not be included.