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

  1. Click on the users tab
  2. Click on the blue add user plus icon
  3. Give the user a Username
  4. Assign the user to a group

  1. 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

  1. Click on the Users tab
  2. Click on the name of the user, follwed by the blue edit icon
  3. You can either associate the user to a group or remove the user from an existing group

  1. 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

  1. Go to settings | User management | Groups
  2. Click the blue edit icon for the group that you want to edit
  3. 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

  1. Click Save The user is now either associated or removed from the group