User Groups
User Groups allow those Users to:
- Share custom page views created with the Advanced Search tool.
- Access the same Templates.
- View (or be restricted from viewing) restricted records.
Create a New User Group
- In the navigation menu, click .
- Click New User Group.
- Enter the User Group Name.
- Optional: Enter any additional information about the user group.
- Optional: Select a User Group Moderator for organizational purposes.
- Click Save.
- From the User Group record, click the Users tab.
- From the Actions menu, click Add Users.
- Select the user(s), and click Add.
Add a Person to a User Group
- In the navigation menu, click .
- Open the User Group.
- On the Users tab, click New.
- Select the user to add.
- Click Save.