FAQs in this section
What are groups used for? How do I add a group to another group? 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 edit a group's details?
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.
- Click Groups.
- Hover over a group and click the Edit icon.
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