Add a user to a group (Contractor portal)
Navigate to the Users List
Users & Groups / Users
Locate the specific user you want to modify from the table.
Access the User Actions Menu
On the far right of the user's row, click the three-dot icon under the Actions column.
A dropdown menu will appear. Select Groups from the list of options.
Modify Group Memberships
An "Edit Groups for [User Name]" pop-up window will appear.
To Add: Click the checkbox next to the group name you wish the user to join. A blue checkmark indicates they are a member.
To Remove: Uncheck the box for any group the user should no longer belong to.
Save Your Changes
Once you have selected the appropriate groups, click the OK button.
The system should update, and you will see the new groups listed under the Groups column in the main user table.