How do I move a user from one external group to another?

💻 Environment/Context

  • External Group
  • User Access
  • Distribution 
  • Account type

 

❓ Issue/Question

  • How do I reassign a user to a different external group?
  • How can I move a user from one external group to another?

 

👌 Resolution/Answer

  • Navigate to Configure > Users.
  • Locate the user you want to update.
  • Click the Edit icon (pencil icon) next to the user.

  • Verify that the user's account type matches the account type of the external group you want to assign.
    • Navigate to Distribution > External Groups.
    • Review the Account Type associated with that external group, as the user's account type must match before the group can be selected.
  • If the account type does not match, update it to the appropriate account type.
  • Below the Account Type field, locate the External Group dropdown menu.
  • Select the desired external group from the list
  • Click Update User to save the changes.

 

 

🔖 Notes