How to: Create or Edit a Group

Creating a new Group or editing an existing Group can be done by going to the Group screen under the Admin section.

To create a New group go ahead and follow the steps below:

  1. Select New,
  2. Enter a name for the group into the Name field,
  3. Enter an optional description for the group into the Description field,
  4. You may also attach a document to the group,
  5. Select Save.

Great, you have created a new group in the application and users can now be assigned to it.

Now that the group has been created you will likely want to set up the Privileges the group has to the application and for more information on this click here.

Please note that any new group that is created will have all Privileges enabled by default.

To Edit an Existing group go ahead and follow the steps below:

  1. Select the Group you'd like to edit,
  2. Select Edit,
  3. Make any changes you'd like,
  4. Select Save.

You should now see that the Group has been updated with the changes you have made and you will also see a confirmation that the update has been successful via a message as shown below.



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