Create a group

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Set up groups and assign the necessary roles and users. The users in the group inherit the roles of the group, so you do not have to assign roles to each user separately.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    There are a few good practices when creating groups:
    • Create one group for administrators and assign the admin role to this group only.
    • Create as many groups as needed in your organization. For example, create an investigator group for each supervisory agent, and a larger investigator group for the investigators for the entire organization. Assign the necessary users to those groups, and then assign the investigator role to those groups.

    Procedimento

    1. Navigate to All > User Administration > Groups.
    2. Select New.
    3. Fill in the fields on the form, as appropriate.
      See Create a user group for an explanation of each field.
    4. Select the lock icon beside the Type field.
      If the field is not visible, configure the form to add it.
      The Type field expands.
    5. Select the lookup icon (search icon.) and select the [application] type.
    6. Select the form header and select Save.
    7. Add the role to the Roles related list.
    8. Add users to the Group Members related list.
    9. Select Update.