How to check which Project Groups a user belongs to
Default group (Document Controller List, Procurement Group and Workflow Group) rules:
- Only System Administrators or users part of the default group can add users to the group.
- Only System Administrators can remove users from default groups.
View a Contacts Project Group
Navigate to the menu bar icon and click Contacts under Communication.
Click on the ellipsis in line with the chosen user and select View/Edit.
Select the Project Groups tab.
From here you can view which groups the user is part of.
You can also add or remove users from the groups.
Add User to a Group
Click on the search dropdown list and select the group to add the user to the group.
Remove User from a Group
Click the delete icon to remove user from the group.