Adding Users to Groups

Manual vs Automatic Group Membership

Users can be added to groups in the following ways:

• manually from within the User Management UI on the Groups tab (as it is described on this page)

• automatically during the users' import from UCCE/X or CUCM

• automatically during the users' import from Webex Contact Center.

If users were added to groups manually from within the User Management UI, no matter if these users and groups were imported or created manually, this change will not be overwritten during the next synchronization. If users were added to groups automatically and then this group membership is modified manually (users are removed from the groups), this change will be removed during the next synchronization.

Users that were added to groups automatically and then were removed manually from within the User Management UI will be automatically added to groups during the next synchronization.

Generally speaking, users added to groups manually should not be removed or overwritten during the automatic synchronization of users with UCCE/X, unless the same users would have been added to groups during the synchronization. In this case, Data Importers will take ownership of the user-group relationship (as if users were added to groups by Data Importer). If the Data Importers take ownership, this can result in changes in the future - removal or reassignment of users to groups due to changes pulled from UCCE/X.

Adding to Groups in UI

To add a user to a group, click Users within the navigation tree on the left. The Users screen will display. Select the user to be added to a group and click Edit.

Access the Groups tab. Select a group from the Available Groups tree and click the Join button to add the user to a group.

Note that the Quality Management application recognizes membership in one group only. This group should be marked as a 'main' group in User Management. If users were imported from external systems, like UCCX or UCCE, consider carefully if their group membership and/or the main group selection should be manually modified from within User Management.

The following rules apply to setting the main group in User Management:

• If a user is a member of one group only, this group is set as the main.

• In case a user is a member of more than one group, only one group can be set as the main.

• If a user is removed from the main group, the first group from available groups sorted alphabetically will be set as the new main group.

Go back to the details page for that group and click the Membership tab. The user will be displayed as a member of this group.

Alternatively, a user can be added to a group during the user creation process. More details can be found on the Adding New Users page.