Create a Group

Required User Role: Administrator

To create a user group:

  1. In the upper-left corner, click the Menu button.

    The left navigation plane appears.

  2. In the left navigation plane, click Settings.

    The Settings page appears.

  3. Click the Groups widget.

    The User Groups page appears. This page contains a table that lists all user groups for your instance.

  4. In the upper-right corner of the page, click the Create User Group button.

    The Create User Group plane appears.

  5. In the User Group Name box, type a name for the new group.
  6. Add users to the group:

    1. Next to Users, click the button.

      The Add Users plane appears.

    2. For each user you want to add, click the Search by user drop-down box and begin typing a user name.

      As you type, filters the list of users in the drop-down box to match your search.

    3. Select a user from the drop-down box. adds the user to the list of users to be added to the user group.

      Tip: To remove a user from the list of users to be added, roll over the user and click the button.

    4. To add the listed users, click Add.
  7. Click Create. creates the user group and adds the listed users as members. The User Groups page appears, where you can view the new group listed in the user groups table.