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.
add_group.gif

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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