Update groups and users

Tenant admins can easily update groups and users.

• Tenant admins can update the following information in a group:

  • The User group name can be changed.

  • The Group owner can be changed.

  • New members can be assigned to the group.

  • Existing members can be deleted from the group.

• Tenant admins can update the following information for a user:

  • The first name can be changed.

  • The last name can be changed.

  • The email address can be changed.

  • The role can be changed.

  • The groups the user is assigned to can be added or deleted.

Update a group

1. Click the Settings icon on the main Retarus Fax Portal page.
   → The User management screen displays the list of available user groups.

2. Scroll down and click to select the group that needs to be updated.
   → The group expands and displays the group name, group owner and each of the members names and their roles.

3. Hover over the group name or group owner’s name.
   → The trashcan icon and edit options display.

4. Click the Edit button at the end of the line displaying the group name.
   → The Edit group window displays.

5. Make the edits needed.
   → The user group name can be changed, the group owner can be changed and the group members can be added and deleted.

To complete the update of the group:

6. Click the Update button.
   → The group updated message displays at the bottom of the page and returns you to the User Management page.

Update a user

1. Click the Settings icon on the main Retarus Fax Portal page.
   → The User management screen displays the list of available user groups.

2. Click the All roles and permissions dropdown arrow.
   →The All roles and permissions dropdown list displays all the available roles and permission groups.

3. Click to select the User option in the All roles and permissions dropdown list.
   → A list of all the available groups containing members with the user role displays.

4. Click the name of the group that contains the user that needs to be updated.
   → The group expands and displays the group name, group owner and each of the members names and their roles.

5. Click the Edit button at the end of the line displaying the user that needs to be updated.
   → The Edit user window displays.

6. Make the edits needed.
   → The first name can be changed, the last name can be changed, the email address can be changed, the role can be changed, and the groups the user is assigned to can be added or deleted.

To complete the update of the user:

7. Click the Update button.
   → The user updated message displays at the bottom of the page and returns you to the User Management page.