Create a User Group

📙 Knowledge Base Tip: Review the External User Groups article before creating or revising user groups.

Create a User Group

1. Navigate to Main Menu > External User Groups and click +Add User Group.

   

2. In the New User Group pop-up, enter the user group's name and description, then select the group's status. User groups created in Published status cannot be edited post-creation.

   

3. Users can be added to a group via a templated import process for adding external users or by searching for and adding platform users.

   

   1. When Import is clicked (1), a group import template can be downloaded (2) for adding external user email addresses and imported (3) to add the users to the group.

      

   2. When Add is clicked (1), platform users can be searched for and selected (2) to be added to the group.

      

4. The selected users will display and can be removed if any were selected in error (1). Click Create User Group (2) to complete the creation process.