Move Users Between Groups

To change users' permissions, you can move them from one group to another. A user cannot be in more than one group at a time.

To move users between groups

1. In Firmex, click Groups & Users.
2. On the left side of the Groups & Users page, click the group name containing the users you want to move. Alternatively, click All Users and find the users you want to move.
3. Select the users you want to move using the checkboxes next to their names, and click Actions > Move Between Groups.
4. Select the group to move the users into using the checkbox. Review the users you have selected by clicking the Users tab at the top right.
5. Click Save to move the selected users to the selected group.

Warning: Proceed with caution when moving users between groups. There are two areas to consider:

1. The current group’s project and default content roles may be different from the target group’s project and default content roles. The target group may be more permissive or more restrictive. Moving users to a new group will give the users the target group’s project and default content role.
2. Any existing folder permissions set for the selected users will be superseded by the target group’s folder permissions. This may mean that a folder that was previously hidden from the group may be revealed to them, whether intentionally or unintentionally.

Before moving users, we recommend reviewing their settings using the View As tool and the Reports > User Access > By Folder report.