How to check which Project Groups a user belongs to

How to check which Project Groups a user belongs to | Tablet

Alert
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



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 Group' field, enter the desired group name, and select it to assign the user.
Once selected, click 'Save' to update the user's details.



Remove User from a Group

Click the delete icon to remove user from the group.
Once removed, click 'Save' to update the user's details.

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