Administering User Lists
You can group arbitrary users into user lists for the purpose of granting them access to data through access groups. Users in this context include contact users, employees, and partner users. For information about user lists, see Access Control for Parties.
The following procedure describes how to create a user list and add users to it. You can delete users from a user list similarly.
To create a user list
Navigate to the Administration - Group screen, then the User Lists view.
In the User Lists list, add a new record.
A new user list record appears.
Enter a name for the user list. Optionally, change the default entry for Group Type.
Save the record.
To add users to the user list you created, select the list.
In the Users list at the end of the view, add a new record.
Select one or more users, and then click OK.
The selected users appear in the Users list. If a user, such as a customer user, belongs to an account, the Account field populates automatically.