Creating a group
Roles and permissions
The following roles can create a group:
Administrators
Compliance managers
From the left menu, select Settings.
Select the People tab.
Select the Groups tab.
Tip
The Groups grid can be resized and reordered.
To resize, hover over the header, and then hover over the end of the column you want to resize. When the Resize arrow icon appears, drag it in the direction you want to resize the column.
To reorder, hover over the header of the column you want to reorder, and then click the header name.
Click New.
The Create group window opens.
Enter a name for the group, and then click Save.
The Edit group window opens.
From the Add users drop-down menu, select the users you want to add to the group, and then click Add.
Users who are added to the group appear below Members.
Click Done.
The group is created.
Note
Reassigning a deactivated user also reassigns their group membership.
For example, a member of the Legal team group leaves the organization, and their work is reassigned to a new team member. The new team member automatically becomes a member of the Legal team group.