Add or Remove Access Group Members

Overview

The Access Group Members page allows you to add or remove members from corresponding custom access groups. If members were previously assigned to this access group, they will appear in the Access Group Members table. Along with their profile picture, you’ll see the member’s role, date added, other access groups to which they belong, and their account permissions.

How to Add Members to a Custom Access Group

1. Hover over Settings in the left navigation and select Access Groups.
2. On the Access Groups page, click on the name of the custom access group to which you want to add members.
   - or -
   Select Edit Access Group from the More (“   ”) icon under the Actions column header.
   
3. On the group details page, locate the Access Group Members section. If members were previously assigned to this access group, this section contains profile pictures of the first 10 members. If more than 10 members are assigned, the final profile placeholder image will show you how many additional members belong to the group. Hover over a member’s profile picture to see the name of the member.
4. Click Edit to the right of the Access Group Members box to open the Access Group Members page.
   
5. On the Access Groups Members page, any members previously assigned to this access group appear in the table along with their profile picture, account role, date they were added to the access group, other access groups to which they belong, and their account permission level.
   
6. Click the Add Members to Access Group button.
   
   This opens the Add Members to Access Group dialog and allows you to add members to the access group. Here, you can search for account members by their name or account role. You can also check what other groups each member belongs to so you don’t accidentally grant someone too many privileges.
   
7. To add a member to the access group, check the box to the left of their name and profile picture.
   
8. If you want to add all of your account members to this access group, check the box in the column header.
   
9. The Add Members to Access Group button appears. Click this button to add the member(s) to your access group.

How to Remove Members from a Custom Access Group

1. Hover over Settings in the left navigation and select Access Groups.
2. On the Access Groups page, click on the name of the custom access group for which you want to remove members.
   - or -
   Select Edit Access Group from the More (“   ”) icon under the Actions column header.
3. Next, on the group details page, locate the Access Group Members section. If members were previously assigned to this access group, this section contains profile pictures of the first 10 members. If more than 10 members are assigned, the final profile placeholder image will show you how many additional members belong to the group. Hover over a member’s profile picture to see the name of the member.
4. Click Edit on the right of the Access Group Members box to open the Access Group Members page.
   
5. On the Access Groups Members page, any members previously assigned to this access group appear in the table along with their profile picture, account role, date they were added to the access group, other access groups to which they belong, and their account permission level.
6. To remove a member from the access group, check the box to the left of the member's name and profile picture.
   - or -
   If you want to remove all members from this access group, check the box in the column header.
   
   
7. Click the Remove Members from Access Group button that appears above the Access Group Members table.
   
8. In the Remove Access Group Members confirmation modal that appears, review the name, account role, and profile picture for every group member you are about to remove, then accept the removal of the selected group members or Cancel.