How to Add Users to a Group

This article describes how to add users to groups you've created. Each user in a multi-user account can be assigned to one or more groups.

Requirements

• Your Displayr account has been converted to a multi-user account.
• You must be an administrator on the Displayr account.

Method - Add from the Users section

This method allows you to add a single user to multiple groups.

1. While logged into Displayr, select the initials icon in the top right corner.
2. Select Account settings.
3. Click on the Settings tab.
4. Scroll down to the Users section.
5. Click on the name of the user that you want to add to a group.
6. Select the group(s) that you want to add the user to from the Group membership field.
7. Click Save.

Method - Add from the Groups section

This method allows you to add multiple users to a group at one time.

1. While logged into Displayr, select the initials icon in the top right corner.
2. Select Account Settings.
3. Click on the Settings tab.
4. Scroll to the Groups section.
5. Select the group you would like to add users to. See How to Create User Groups to create a new group.
6. Click + Add Member.
7. Select the user(s) you would like to add to the group. Hold the Ctrl button to make multiple selections.
8. OPTIONAL: Untick Users in this group can Explore if you are filtering a dashboard based on user login.
9. Click Save.

Next

How to Change to a Multi-User Account

How to Create User Groups

How to Give Groups of Users Access to a Document

How to Restrict User Access to Individual Pages Within a Document

Watch our New Users and Permissions video