Skip to main content

Add Accounts to Group

When you need to grant user accounts access to group-based resources, you can add these accounts to existing Groups. This gives them immediate access to all resources and systems that the group provides access to.

Before You Use This Workflow

Access Requirements: You must have appropriate permissions to manage the specific groups you want to modify.

tip

Use this workflow when adding user accounts that need group-based access, managing account memberships for users who require the same access as existing group members, or granting users access through their account associations.

Before You Start​

Make sure you have:

  • Knowledge of which accounts need to be added to which groups
  • Understanding of what access and resources each group provides
  • Confirmation that the accounts should receive all group-based access

Get Started​

  1. Navigate to the Resource Admin portal
  2. Select Groups from the resource type menu
  3. Click the Workflows tab
  4. Find and click Manage Group Wizard Manage Group Wizard
  5. Search for the Group(s) you want to add accounts to, then check the box next to each group and click Next Select Group You can select multiple groups if you want to add the same accounts to several groups at once.
  6. Select Add Accounts to Group from the available actions Add Accounts to Group Action
  7. Click Next to proceed to the account selection interface

Add Accounts to the Groups​

Select Accounts to Add

  1. Search for and select the accounts you want to add to the selected group(s):
    • Use the search field or dropdown to find specific accounts by name, account ID, or other criteria.
    • Check the box next to each account you want to add to the group(s).
    • The table displays account information to help you identify the correct accounts.
    • Use the Selected counter to track how many accounts you've chosen.
    • Repeat as needed to add multiple accounts to the group(s).
  2. Review your selections to ensure you're adding the correct accounts.
  3. Click Next to proceed to confirmation.

Complete the Workflow​

  1. Review the Operation Execution Summary to confirm your changes were applied successfully: Operation Execution Summary The summary shows the specific accounts that were added to the group(s).
  2. Click Submit to continue.
  3. Choose your next action: Finish Workflow Options
    • Do you want to manage the same Group? - Select this to perform additional actions on the same group.
    • Do you want to manage different Group(s)? - Select this to work with other Groups.
    • Do you want to finish the workflow? - Select this to complete the process and exit the wizard.
  4. Click Submit to proceed with your selected option.

What Happens Next​

  • Added user accounts immediately gain access to all resources and systems associated with the selected group(s).
  • Users can now access group-based resources through their account memberships.
  • Account holders will have the same access levels as other group members.
  • Group membership changes may trigger notifications to group owners or administrators.

If You Run Into Problems​

Can't find the account you want to add: Verify the account exists in the system and is active. Check spelling and try searching by account ID or different name variations.

Account appears to be added but doesn't get access: Group membership changes are immediate, but some systems may require services to restart or refresh to see new access.

Added too many accounts by mistake: Use the Remove Accounts from Group workflow to remove accounts that shouldn't have group access.