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Before creating any groups, it is recommended to spend the time to determine the granularity of roles required by your company so you will have the appropriate security in place when you begin onboarding users.

Searching Groups

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Viewing Group Memberships

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Creating/Editing Groups

Include PageCreating/Editing a GroupCreating/Editing a GroupSelect Administration -> Security -> Groups from the menu.

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By default, all groups are displayed in the search results. To refine the search results, select one or more criteria options and click the Search button. Select the Any radio button to indicate the search results should include groups matching any of the specified criteria, or select the All radio button to indicate that the search results should only include groups matching all of the specified criteria. Click the Reset button to clear the search criteria form.

Viewing Group Memberships


Creating/Editing Groups