Groups
Administrators set up and assign members to groups to control access to content. A single user can belong to many groups but access to a particular location or feature can only be assigned to one group at a time.
By default, every account has a group called "Everyone" that contains every user in the account; this group cannot be modified or deleted. The "(Administrators Only)" group automatically includes every level 9 and 10 user, and cannot be modified or deleted.
Creating a New GroupLink to this section
To create a new group:
- Navigate to Setup > Groups.
- Click +New.
- Enter a name for the group. This cannot be changed later. Group names can contain lowercase letters, uppercase letters, numerals 0 through 9, underscores, hyphens, spaces, and periods, and must be between two and thirty-two characters long. Two groups cannot have the same name.
- Select users to add them to the group. A group can contain as few as one or as many as all users.
- Click Save.
Or
- Navigate to Setup > Users.
- Select the users you want to be in the group.
- Click "Create Group" in the list header.
- Enter a name for the group. This cannot be changed later.
- Add or remove users, as appropriate.
- Click Save.
Managing GroupsLink to this section
Edit a group, as follows:
- Click the group name.
- In the "Edit Group" checkbox, select the checkbox for the users to add or remove from the group.
- Click Save.
To add users to multiple groups, select the checkboxes for the group, click Add Users in the list header. You cannot remove users from multiple groups.
Copy a group to create a new group with the membership of the original, as follows:
- Click the More Actions
menu for a group. - Click Copy.
- In the "New Group" box, rename your copied group.
- Select the checkbox for the users to add or remove from the group, as needed.
Delete a group, as follows:
- Click the More Actions menu for a group.
- Click Delete.
- In the "Delete Group" box, click Delete.
Deleting a group is a permanent action and cannot be undone.