How to check which Project Groups a user belongs to

Default group (Document Controller List, Procurement Group and Workflow Group) rules:

1. Only System Administrators or users part of the default group can add users to the group. 
   
2. 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.

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