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
- Go to .
- Click New, and indicate the User Group Name.
- Optional: Indicate a User Group Moderator for organizational purposes.
- Click Save.
- To assign Users, go to the Users tab, click Add, and select the Users.
- Click Confirm Selection.
- Click Save.
Add a Person to a User Group
- Go to .
- Open the User Group.
- On the Users tab, click New.
- Indicate the User to add.
- Click Save.
Remove a Person from a User Group
- Go to
- Open the User Group.
- Click the jump link next to the User who you want to remove.
- From the User Group User record, click Delete and confirm they've been removed.