Documentation

Manage user security groups

How to manage security group membership for users

The User Management page allows you to control the security membership to multiple security groups for a single user at one time. To manage security group memberships based on the actual security group please see Security groups.

Manage security profile membership for a user

  1. Go to the ThoughtFarmer Admin panel: Users & Security section > User management page.
  2. Use the filter, sort, and query tools to find the desired user or set of users (see Find users for more info).
  3. Click the gear icon in the Action column to the right of the user, and click Security groups in the menu that opens. This will open the Select a security group dialog box.
     
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  4. Drag-and-drop security groups from the All security groups column to the Member of column to add a user to that group.
    • To select multiple consecutive groups: Click on the first group, then hold the SHIFT key and click on the last group.
    • To select multiple non-consecutive groups: Click on the first group, then hold the CTRL key and click on each group you want to select.
    • Once multiple groups are selected, click on any of the selected groups to drag-and-drop the entire selected group to another column.
  5. Drag-and-drop security groups from the Member of column to the All security groups column to remove a user from that group.
  6. Click Save.
Note that you cannot add or remove users from security groups that are mapped to Active Directory security groups. These will be noted with a lock icon beside them. You must change the membership in Active Directory and then run the sync task Refresh security group memberships from AD groups.