Update users and groups

As a Tenant admin, you can update group settings, manage group membership, and maintain user details, roles, and group assignments.

Updating a user

1. Click the Settings icon on the main Enterprise Fax Portal page.
   → The Users screen opens.

2. Click the pencil icon ( ) next to the user you want to update.
   → The User details screen opens.

3. Make the required changes, such as updating the user name or adding or removing the user from faxboxes or groups.

📌 When you remove a user as an owner of a faxbox or group, they automatically remain as a member. To remove their access entirely, remove them as a member separately.

4. Click the Update button.
   → A confirmation message appears, and you are returned to the Users page.

Updating a group

1. Click the Settings icon on the main Enterprise Fax Portal page.
   → The Users page opens.

2. In the left sidebar, click Groups.

3. Click the pencil icon ( ) next to the group you want to update.
   → The Group details screen opens.

4. Make the required changes, such as updating the group name, adding or removing owners, or managing members.

   • Use the search field to filter the assigned members list by first name, last name, or email. To add new members, click + Assign member and search for users in the panel that opens. Remove existing members as needed.

   • When you remove a user as an owner, they automatically remain as a member. To remove their access entirely, remove them as a member separately.

5. Click Update in the top-right corner.
   → A confirmation message appears, and you are returned to the Groups page.