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Add People to Groups

Add Person objects to groups to grant access to resources and establish group-based permissions. When you add a Person to a group, the user account associated with that Person is added to the group in the corresponding resource system.

Account Requirement

To add a Person to a group in an external account store (such as Azure AD or Active Directory), the Person must have a linked account in that account store.

Prerequisites​

  • Access to the Resource Admin portal
  • Permissions to manage group membership
  • The Person must have an account in the target account store (for external groups)

Add People to a Group​

  1. Navigate to the Resource Admin portal.
  2. Select Groups and click the Workflows tab.
  3. Click Manage Group Wizard. Manage Group Wizard button
  4. Search for the target group.
  5. Select the checkbox beside the group record and click Next. Select group
  6. Under Select Options, select Add People to Group and click Next. Add People to Group action
  7. Search for the Person to add to the group and select the checkbox beside their record. Select person to add
  8. Click Next.
  9. Review the Operation Execution Summary and click Submit.
  10. Select one of the following options and click Submit:
    • Start over to manage additional groups
    • End the workflow to complete the task Workflow completion options

Results​

  • The Person is added to the selected group
  • The Person's associated user account is added to the group in the resource system
  • Group membership changes are synchronized to connected account stores
  • The Person inherits permissions and access associated with the group
  • Group membership changes are recorded in audit logs
Multiple Additions

To add multiple people to the same group, repeat steps 7-8 for each Person before clicking Submit in step 9. The Manage Group Wizard supports batch operations.