Create/Edit a Group

Required security profile permissions: Groups Create or Edit

1. Click Admin → Users → Groups.

2. If you are creating a new group, click Create New.

   If you are editing an existing group, locate the group you want to modify. Click anywhere in the row to open the group.

   If you cannot find the group you want to modify, change the Show drop-down in the top right corner of the table to All. The table displays all active and inactive groups.

   When the group opens, click Edit.

3. Give the group a unique, descriptive Group Name.
4. Click Create Group or Done.
5. Assign users to the group.
6. (OPTIONAL) If you want to add notes about the group, click the Notes tab, then click Edit. Type your notes and click Done.
7. To return to the groups table, click << Back to Groups.