Adding Groups

Groups enable you to organize sets of users so that you can easily assign roles and notification subscriptions to multiple users at once. Groups also provide an easy way to maintain your system. Rather than make changes to multiple users, for example, groups enable you to make a single change, which is then made for each member of the group.

To add a group:

  1. From the Administrator Portal, do one of the following:
    • Hover over the Groups icon, and then click the plus sign.
    • Click Groups icon, and then click Add.
  2. Provide a name for the group, along with a product-access level. For details, refer to Product-Access Types.
  3. Save your changes.
  4. Select the Roles tab, and then assign groups to roles as explained in Assigning Groups to Roles.
  5. Select the Membership tab, and then assign users to the group as explained in Membership Settings for Users and Groups.
  6. Select the Privileges tab, and then assign privileges to the group for each page.
    Note: For best results, use roles to assign all application-related privileges to groups. Privileges on the System page and administration privileges can only be granted to users or groups, with groups being the preferred mechanism.
  7. Select the Notifications tab, and then subscribe group members to notifications as explained in Notification Subscriptions for Users and Groups
  8. Save your changes.