Create a Group

Required permissions: Groups Create or Edit

  1. Click the app selector icon of app selector and select Admin.
  2. Go to Groups.
  3. Click Create New.
  4. Give the group a unique, descriptive Group Name.
  5. Click Create Group or Done.
  6. Assign users to the group. You must have the Users Edit and Groups Edit permission to perform this action.
    1. Click the Users tab.
    2. Locate the Add Users section and select the checkbox corresponding to each user you want to add.
    3. Click Add Users.
  7. If you want to add notes about the group, click the Notes tab, then click Edit. Type your notes and click Done.
  8. To return to the groups table, click << Back to Groups.