Add Users for Management

    You can add users through three methods: Enter users, Select user sets, and Filter. Complete the steps below to add users to the list for management.

    1. Click the Add Users link on the top menu in the workspace. The Add Users pop-up window appears.

    2. Choose one of the following three methods for adding users:

      • Enter users – To add one user, enter a username to the text box and start loading the user. After the user is loaded in the drop-down list, select the user to add.

      • Select user sets – Select an existing user set to add. After selecting a user set, you can click the View link to view or edit this user set in the View Details window:

        • Edit – If you want to edit this user set, click Edit on the ribbon.

        • Add to Table – If you want to add users contained in this user set to the table on the Manage Users interface, click Add to Table on the ribbon.

      • Filter – You can use an existing filter or create a new filter to filter users that you want to add.

        • If you want to add users by using an existing user filter, select the filter from the Select a Filter drop-down list. The criteria of the selected filter are displayed, and you can edit the criteria for the filter. If you choose to edit the criteria, you can click Save Criteria to save the updated configurations to an existing filter or as a new filter.

        • You can also configure the filter criteria directly without selecting an existing filter. Additionally, you can click Save Criteria to save the configurations to an existing filter or as a new filter.

        Click Search to filter users through the criteria.

        *Note: The Search Results text box will display 50 filtered users at most.

    3. To add the users to the list and close this window, click Add and Close; to add the users to the list and continue to add users, click Add and Continue.