Add users to a group

Assigning NetClient CS users or NetStaff CS users to groups lets you give groups of users access to modules.
  1. Go to the Admin tab on the navigation pane and do one of the following:
    1. Select
      Groups
      in the NetClient CS section to add NetClient CS users to groups.
    2. Select
      Groups
      in the NetStaff CS section to add NetStaff CS users to groups.
  2. Go to
    Find
    in the Groups list and enter any part of the group name then select it. NetFirm CS shows the information for the group on the right.
  3. In the Group Members section, mark the checkbox for each user who needs access to the modules that are available to this group.
    • To find a user, go to
      Find
      and enter any part of a user's name or signin.
    • Under Filter Options, select
      Unselected
      to view only the users who aren't members of the group. Select
      Selected
      to show only the users who are group members.
  4. Select
    Enter
    .

Related content

Related content

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close