Create a Group

The following discusses how to create a group.

To create a group:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click User Administration > Groups. The Groups log opens.
  3. Click the New button. The Groups window opens.
  4. Complete the General tab as outlined in the following table.
  5. At this point you can also complete the other two tabs:
    • Add user to the groups in the Members tab.
    • Add group permissions in the Permissions tab.
  6. Click OK to add the new Group.

In this field:

Do this:

Group Name

Enter a name for the group.

Group Manager

Click Select and select the person responsible for administering the group. This person automatically becomes a member of the Group.

Group Description

Enter a description, such as the group's function or permission level.


Last Published Tuesday, June 4, 2024