Edit a Group

Permissions Required

Your Workflow user account or group membership must have the following permissions to edit a Workflow group unless your user account has the Make this user a Super Admin setting selected:

• Groups: Edit Groups

• Groups: View Groups

See the Groups permissions or ask your Workflow Administrator for assistance.

Edit a Workflow Group

​Permissions are required to do this.

Follow these steps to edit a Workflow group:

1. View all Workflow groups. The Groups page displays.

2. Click the Edit icon for the Workflow group to edit. The Group Details tab displays.

3. Edit settings for any of the following in the Workflow group:

   • Edit group settings

   • Manage group members

   • Edit group permissions

Edit Group Settings

​Permissions are required to do this.

Follow these steps to edit the following information about the Workflow group as necessary:

1. Edit the Workflow group in which to edit its settings. The Group Details tab displays.

   

2. In the Name setting, edit the name of the Workflow group. This is a required setting.

3. In the Description setting, edit the description of the Workflow group.

4. From the Status drop-down menu, select the status of the Workflow group from one of the following options:

   • Active: An Active Workflow group is one to which Workflow user accounts can be assigned as members.

   • Inactive: An Inactive Workflow group is one to which Workflow user accounts cannot be assigned. When a Workflow group becomes inactive, Workflow user accounts that were members of that group are no longer members.

5. Review other group settings to edit.

6. Click Save.

Manage Group Members

Manage which Workflow user accounts are members of a Workflow group.

​Permissions are required to do this.

Follow these steps to manage members for a Workflow group:

1. Edit the Workflow group in which to edit its settings.

2. Click the Group Members tab.

3. Manage the members for the Workflow group as necessary:

   • View group members

   • Add a group member

   • Delete a group member

4. Review other group settings to edit.

View Group Members

Permissions are required to do this.

Follow these steps to view all Workflow groups in your organization:

1. ​Manage the Workflow group in which to view members. The Group Members tab displays which Workflow user accounts are members of this group. If there are no group members, the following message displays: No Data Available.

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   The Group Members tab displays the following information:

   • Username: The Username column displays the Workflow user account's username for the group member.

   • Full Name: The Full Name column displays the full name for the group member.

   • Status: The Status column displays one of the following statuses for the Workflow user account:

     • Active: An Active Workflow user account is one in which a person can use his or her user account to log on to Workflow.

     • Inactive: An Inactive Workflow user account is one in which a person cannot use his or her user account to log on to Workflow.

2. Click the Search setting and then enter text to filter the list of Workflow user accounts. As you enter text into the Search setting, Workflow user accounts display that match your entered text.

3. Review other group settings to edit.

Add a Group Member

Permissions are required to do this.

Follow these steps to add Workflow user accounts to the group:

1. View the Workflow groups.

2. Click the +User button. The Add Users screen displays.

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3. From the Users drop-down menu, select which Workflow user account(s) to include as members of this Workflow group by selecting the person's full name. Multiple Workflow users may be added, one at a time, to this setting. You may click the Remove icon to remove a Workflow user account from the Users drop-down menu.

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4. Click Save. The Workflow user account(s) from the Users drop-down menu display in the Group Members tab.

5. Review other group settings to edit.

Delete a Group Member

Permissions are required to do this.

Follow these steps to remove Workflow user accounts from the group:

1. View the Workflow groups.

2. Click the Remove from Group iconfor the Workflow user account. The Caution screen displays to confirm the removal of the Workflow user group. ​

3. Click Confirm.

4. Review other group settings to edit.

Edit Group Permissions

Permissions are required to do this.

Permissions assigned to the Workflow group apply to all Workflow user account members of this group. Follow these guidelines to change which permissions from each permission category that are assigned to all group members:

1. Edit the Workflow group in which to edit its settings.

2. Click the Group Permissions tab. The Group Permissions tab displays permissions assigned to all members of that Workflow group.

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3. Switch on the Assign all permissions to this group toggle to assign all permissions to the members of this Workflow group.

4. Click a permission category to expand the view of individual permissions within that category.

5. Click an expanded permission category to collapse that category.

6. Assign permissions for all members of this Workflow Group by switching on its toggle. See Permission Descriptions for Users and Groups.

7. Unassign permissions for all members of this Workflow Group by switching off its toggle. See Permission Descriptions for Users and Groups.

8. Review other group settings to edit.

9. Click Save if you made any changes in the Group Details or Group Permissions tabs.