How do I associate a user to a recipient group?

Modified on Tue, 1 Aug, 2023 at 9:22 AM

If you have the External User Admin role you can associate a user to a recipient group

Method 1 - adding multiple users to a single recipient group

1. Select Admin

2. Select Recipient Groups

3. Select the three dots on the left hand side of the Recipient Group you wish to add a User to

4. Select View Details

5. Select Actions and Add User Access

7. Either input the Name of the user and Search or locate the User in the list

8. Select the box next to the name of the user you wish to associate with the Recipient Group

9. Select Confirm

Method 2 - adding 1 user to multiple recipient groups

1. Select Admin

2. Select Users

3. Select the three dots on the left hand side of the User you wish to associate

4. Select View Details

5. Find the Recipient group you are looking for

6. Select the Recipient Group by clicking on the name

7. Select Actions and Add User Access

8. Input the Name of the user and Search or locate the User in the list

9. Select the box next to the name of the user you wish to associate with the Recipient Group

10. Select Confirm