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Editing a User Group

You can edit a user group in the Administration section of HotDocs Advance.

You must have a Site Administrator role to edit a user group.

To edit a user group

  1. In the Administration section, click  Manage user groups.
  2. From the list of user groups, select the User group you wish to edit.
  3. In the Details pane, click EditEdit.
  4. You can edit the following user group details:
    • Name (required) – the user group's name.
    • Description (optional) – a description of the user group.
    • User group active status – select the User group active checkbox to set the state to active (default); users cannot access work groups and work items in an inactive user group.
    • Members (optional) – the members of the user group. You can search for a member or select from the list.

    By default the Members list shows only the selected users. Deselect Show selected only to show all available users.

  5. Click Save changes.

The details of the user group are now updated.