This process needs to be performed by a Gestalt Administrator with access to Setup / Users/Operators.
1. Go to Setup / Users/Operators
2. Find the user and Edit User
3. Select Group Membership and then Add
4. Use the pull down to select the User Group that this user needs to be a part of.
5. Save
6. See below if you need a new User Group created
To create a new user group, you need to be a Gestalt Administrator with access to User Groups
1. Go to Setup / Users Groups
2. Click on Add Group
3. Add the User Group Code and Description
4. Save
