We do this process from the Admin - Users page.
HOW TO FIND THIS PAGE
Step 1
Log in to PastorsLine.
![]() | Step 2Click on your thumbnail image / icon / initials in the bottom, left-hand corner of your screen (gold arrow #2 in image to the left). Step 3Click on Users (turquoise box and 3 in image to the left). |
The Users page will open.
HOW TO ASSIGN / REMOVE GROUPS
![]() ![]() | GroupsThis section shows the groups assigned to the person. To add a group, click on the purple +/- Group (brown box in image to the left). UNCLASSIFIED Any person who is added to your account and NOT yet assigned to (put in) a group will be added to the Unclassified group. What does this mean for user access? Restricted Users: You will need to manually assign them this group if you wish them to have access to it. This means that...if you add "people management" to a restricted user, their role will change to regular user. Thus, they will be automatically assigned the Unclassified group. Vice versa if you remove "people management" from a regular user. In general, each time you add/remove 'people management' the group assignments are reset, so you will have to reassign groups to the user(s). |
![]() | The Select Groups pop up will appear. Check the groups you want to assign. Click the purple Confirm button to complete your action. |
![]() | To delete a group, click on the purple +/- Group (brown box in image to the left). |
![]() | The Select Groups pop up will appear. Uncheck the groups you want to remove. ![]() Click the purple Confirm button to complete your action. |