Add a New User Group

To add a new user group:

  1. Click your profile icon, and select the Settings option.

  2. On the Operations page, go to the Users section.

  3. In the Users section, click Group Administration.

  4. On the User Group Administration page, click the Add icon .

  5. In the Add Group dialog box, fill in the following fields:

    • Group Name—enter a group name.

    • Email—add the primary email address of the group.

    • Description—enter group description.

    • Email Distribution—select if email notifications should be sent to user group or individual members email address.

    • Members—enter the names of the users that you want to add to the group.

    • Report Restrictions—add Report Restrictions if there is certain data that should not be available to the group. For more information, see the Report Restrictions section of the Add a New User page.

  6. Click Create. A new group is now available in the User Group Administration list.