How to Add User to Public Group in Salesforce

Quick summary

Adding a user to a public group in Salesforce requires navigating to Advanced Setup, selecting the target group, and assigning members through the Available Members panel. This process controls sharing access and collaboration permissions across your Salesforce org.

Steps

1. Click the gear icon in the top-right menu of your dashboard to open setup options.
2. Select Open Advanced Setup from the dropdown menu.
3. Choose a group from the list, then click Edit to modify its membership.
4. Fill in all required details in the group edit form.
5. Click the dropdown button in the search box to filter member types.
6. Set the search filter to Users to display available user accounts.
7. Select the member in the Available Members box, then click the > button to add them to the group.
8. Once done, click Save to confirm the changes.