Assigning a User to a User Group

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

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

To assign a user to a user group

1. In the Administration pane, click Manage user groups.
2. From the list of user groups, select the User group you wish to edit.
3. In the Detail pane, click Edit.
4. In the Members section, you can add or remove 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 members of the user group are now updated.