Adding and Managing Groups

ADDING A GROUP:

From the main menu, select Setup, then People and click Groups.

The list of all Users will be presented along with a menu at the top of the page.

• Click the "Add" button in the top menu to open an New Group Form.
• Enter the name of the Group being created.
• When completed, select "Save."

DELETING A GROUP

From the main menu, select Setup, then People and click Groups.

The list of all Groups will be presented along with a menu at the top of the page. The "Search" bar can also be used to search for a specific Group on the system.

• Select the Group(s) to be Deleted
• Click Delete in the menu bar to remove the Group from the system

MANAGING GROUPS:

Adding Users to a Group 

• Double click the Name of the Group to which Users will be added
• Under the "Users" tab, select the User(s) to be added to the group
• Click the "Add" button in the top menu
• The Add User Membership Dialog box will open, displaying all Users within the group.

• Click   to add the selected User(s) to the group.

Adding Roles to a Group

• Double click the Name of the Group to which Roles will be assignedd
• Under the "Roles" tab, click the "Add" button in the top menu

• Add Role Membership dialog box will be displayed

• Select the desired Role from the list and click  to assign the Role(s) to the Group.