How to Add an Additional User to a User Group

There may be certain situations where you may need to add an Additional User to a User Group. For example, a new User has joined your company or changed positions.

Below are the steps that must be carried out in order to add an Additional User to a User Group. Expand each step below for further explanation.

Step 1: Navigate to Users via 'Settings>Users'. Locate the Groups Tab and Click on the User Group Name

To edit a User Group in Safefood 360°, navigate to Users in Settings using the 'Settings>Users' buttons and click the 'Groups' tab. Within the 'Groups' tab, click on the name of the User Group you wish to edit. The User Group name will be in blue text, which indicates a link.

Image: Navigating to Users via 'Settings>Users'

Image: Navigating to the 'Groups' Tab and Clicking the User Group Name

Step 2: Add the User to the User Group

Once you have accessed the User Group page, you can make changes to any fields. To add a User, click the 'Add Line' button to add an additional line to select a User. Once an additional line has been added, click into the 'Contact' field and simply use the User dropdown to select the User who should be added as part of this User Group.

Note: For further explanation on each of the fields of the User Group, see here.

Image: Click the 'Add Line' Button

Image: Selecting a User using the Users Dropdown

Image: User added to the User Group list

Step 3: Click the 'Save' Button and Confirm Changes via the Reason for Change Pop-up Screen

After completing the changes to the User Group, scroll to the bottom of the User Group page and click the 'Save' button to save the changes.

Note: It's very important to click the 'Save' button, otherwise the changes will not be made.

Image: 'Save' Button

You will be prompted with a 'Reason for Change' screen, where you will need to detail the reason why you have made a change to the User Group page before confirming and saving the changes.

Once you have confirmed the edits using the 'Confirm' button, the system will take you back to the Groups tab.

If you do not wish to make edits, click the 'Cancel' button to be brought out of the User Group page.

Image: 'Reason for Change' Pop-Up Screen after 'Save' Button Clicked

Image: Detail Reason for Change and Click 'Confirm' Button

Image: Groups Tab after Edits Saved

Related User Guide Articles:

- Addition of a User to a User Group Effects on a Document's Approval Workflow