Create user groups

Company Administrators can create user groups that include subsets of users who share roles or other similar traits. Examples include users' functional roles (sales, marketing, support), geographic groupings (headquarters, specific regions), and so on. This simplifies the process of assigning applications to groups of users requiring similar work tools. See Assign applications to groups to learn more.

To create a user group

1. Go to Manage > Account > Users > Manage Users | Groups. The Manage Groups page opens, with a list of all existing groups.
2. Click Create Group. The Create Group dialog opens.
3. Type a group Name and a short Description.
4. Click Create Group. The Add Users to {groupName} page opens.
5. From the Available Users list, browse or search for the user roles or individual user names that you want to add to the group. The contents of the list of available roles and users depends on your permissions.
6. Click the desired roles or individual users. The selected roles and users appear in the {groupName} Users list on the right.