How to Add a Group

The groups screen can be accessed by navigating to Control Panel - Administration Tools - Groups - New Group.

To add a group complete the following steps:

  1. Enter the Group Name and Group Description (these may be the same).

  2. Select the Site from the pull down menu.

  3. Select Save and Close.

Add New Group View

  1. From the Group Administration view, select the group that was created.

  2. Select the Modify Members button and add or remove members by highlighting them and using the assignment buttons.

You can use CTRL-Left Mouse or SHIFT-Left Mouse to select multiple users for addition or deletion to the group.

Groups can be assigned security access to documentsprojects and forms and can also be assigned to Training Requirements or workflows.

To add users to a group use the instructions above or see the topic How to Add Users to a Group.