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Create and Manage User Groups

How to Create User Groups and Add Users

This article applies to: Team Admins and Team Leaders

How to Create A User Group

  1. Navigate to User Groups. From the Administrator Menu, click on User Groups under the People section.
  2. The User Group screen will display the user groups already created in the system. To create a new User Group, click the Create User Group button.
  3. When the Create User Group screen appears, enter a name for the User Group.
  4. Identify the Organization by clicking on the search icon. Then, identify the organization that is creating the user group.
  5. Click Browse. When the search window opens, view the organization structure using the Browse button.
     
    • Expand the organization's structure by clicking the arrow next to the organization name.
    • Select the organization name within the structure.
  6. The selected organization will populate the field for Created by Org name. After both fields are complete, click the Create button.
  7. Confirm. A banner will appear to confirm the group was successfully created.

Note: Since this is set up as a "Simple" User Group, you will have to manually add users to this User Group. Refer to the article below on How to add Users to a User Group for instructions on this process.

How to Add Users to a User Group

  1. Navigate to User Groups from the Administrator Menu under the People section.
  2. Click the name of the User Group you wish to add users to.
  3. When the User Group Details screen appears, click the Targeting tab to add users to the selected user group.
  4. Click on Add User from the Targeting tab. Here you can manually add Users from the system into the User Group.
  5. Click the Search icon to find users to add.
  6. Click Browse to see users in the organization structure after the search window appears.
  7. Expand the organization structure by clicking on the arrow next to the organization name.
  8. Select the users you want to add to the user group. As you select them, their usernames will populate the list.
  9. When you are finished adding users, close the search window.
  10. Click Save after all the users have been added. The page will return to the Targeting screen.
  11. Review. The Targeting screen will now list the users that were successfully added.

This article was last updated on August 27, 2024.