Creating an Access Group

The following procedure describes how to create an access group.

To create an access group

1. Navigate to the Administration - Group screen, then the Access Groups view.

   The Access Groups tree and the Access Groups list appear.

2. In the Access Groups list, add a new record.

   A new access group record.

3. Complete the following fields, using the indicated guidelines, and then save the record.

   Field	Guideline
   Name	Required. Provide a name for the access group.
   Group Type	Pick Access Group or Partner Community. These labels denote conceptual differences. Functionally, they are the same.
   Parent Access Group	Specify a parent access group from which this new group inherits access to data that the parent group has access to.

   The new access group also appears in the Access Groups tree.