How to add and remove a user from a group
The first way to add a user to a group is when they are manually created in BossDesk
- Click on the users tab
- Click on the blue add user plus icon
- Give the user a Username
- Assign the user to a group
- click save. The user is now assigned to a group
If a user is already in BOSSDesk we can modify their groups by doing the following
- Click on the Users tab
- Click on the name of the user, follwed by the blue edit icon
- You can either associate the user to a group or remove the user from an existing group
- Click Save The user is now either associated or removed from a group.
The last way would be assigning or removing a user from the group itself
- Go to settings | User management | Groups
- Click the blue edit icon for the group that you want to edit
- Enter the user you want to add to the group or click on the X of the user you want to remove from the group
- Click Save The user is now either associated or removed from the group