Create a user group
As a manager or administrator, you can create a user group and add the required users to a group.
Steps
- On the right side of the navigation bar, select the drop-down arrow, and then select Setup.
- Go to Security > User groups.
- Select New user group, and then enter the group name and description.
- Select the Active dropdown list, and then select Yes to activate the user group.
- Select Save.
- Select the Users tab, and then select Associate users to find and add existing users in the user group.
- Review or amend the following information:
- To access or change the license managed by all users in this group, select the Managed licenses tab.
- To view, edit, access, or change the contract managed by all users in this group, select the Managed contracts tab.
- To view or change the batch managed by all users in this group, select the Managed batches tab.
- To view or change the lease managed by all users in this group, select the Managed real estate leases tab.
- To view, edit, or change violations managed by all users in this group, select the Managed violations tab.