Add User to a User Group

The platform allows you to add users to a User Group from two different places: From the User Groups tab, or from the User Group Details screen.

Note: This feature is available for Organization Administrators.

The platform provides two methods of adding existing users to a User Group:

  • From the User Groups tab in the Administration environment, add one or more users to one or more User Groups.

  • From the User Group Details screen in the Administration environment, add one or more users to the selected User Group.

User Groups Tab

To add users to a User Group from the User Groups tab:

  1. Log into the Marigold ID User Workspace.

  2. Click your profile icon in the top-right corner of the screen. The Profile Info pop-up window is displayed.

  3. Within the Profile Info pop-up window, click Marigold ID Administration. The Marigold ID Administration environment is displayed, with the Users tab selected by default.

  4. Select the User Groups tab. This tab displays all currently defined User Groups.

  1. Place check marks next to one or more User Groups.

  2. Select Options > Add Users. The Add Users to Group pop-up window is displayed.

  1. Enter all or part of the user’s email address, then select the desired user from the search results. Repeat this step as needed to add additional users.

  2. Click Add Users. A success message is displayed; click Ok.

User Group Details Screen

To add one or more users to a User Group from the User Group Details screen:

  1. Log into the Marigold ID User Workspace.

  2. Click your profile icon in the top-right corner of the screen. The Profile Info pop-up window is displayed.

  3. Within the Profile Info pop-up window, click Marigold ID Administration. The Marigold ID Administration environment is displayed, with the Users tab selected by default.

  4. Select the User Groups tab. This tab displays all currently defined User Groups.

  1. Click the desired User Group. The User Group Details screen is displayed with the Detail tab selected by default.

  2. Select the Users tab. This tab displays all the users currently assigned to this User Group.

  3. Select Options > Add Users. The Add Users to Group pop-up window is displayed.

  1. Enter all or part of the user’s email address, then select the desired user from the search results. Repeat this step as needed to add additional users.

  2. Click Add Users. A success message is displayed; click Ok.

  3. Click Back to return to the User Groups tab.