FAQs in this section
What are groups used for?
How do I edit a group's details?
How do I create a group?
What is a group?
Who can be group members?
Can I allow a group to view the records of another group?
How do I assign records to a group?
Why do I need to assign records to a group?
How do I transfer records to another user or group while deleting a group?
How do I delete a group?
How do I add a group to another group?
Table of Contents
Follow these steps to create a group:
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Look for the User Management section.
- Select Groups.
- Open a group to which you want to add another group.
- Click inside the Group Members field.
- Scroll down to find all the available groups in the drop-down and select a group.
- Click Save.
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