Adding or Editing Groups(or Roles)

You can add or edit Groups (or Roles) in the User Administration.
 
To add a Group (or Role):

  1. From the Gear wheel gear_wheel.PNG select Users & System Administration
  2. Under User Administration, select Groups (or Roles).
  3. Click New.
  4. Enter a unique Name for the group.
  5. Enter a Group Code for the group.
  6. Select the type of Membership. After you save the group, the membership type is not editable.
    • Select Static if you want to manually assign users to the group. The members remain the same unless you add or remove them. 
    • Select Dynamic if you want members to be automatically added to the group based on conditions you specify. 
  7. Enter an optional Description for the group.
  8. Click Save.

To Edit a Group(or Role):

  1. From the Gear wheel gear_wheel.PNG select Users & System Administration
  2. Under User Administration, select Groups (or Roles).
  3. Hover over a Group(or Role) name.
  4. Click the Gear wheelgear_wheel.PNG and click Edit.
  5. Edit the desired fields, and click Save.

To Reorder a Group(or Role):

  1. Drag the group’s arrow Move icon up or down in the list.
  2. Click Save.
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