Creating a Group

An administrator creates a group to simplify administration of user access controls; groups also function in workflow and task assignments.

Consider creating groups by job type, department, or other methods of membership. Groups can contain other groups. The only restriction is that you cannot create a circle. For example, if Group A is a member of Group B, Group B cannot be a member of Group A or any other group (or descendent) that is a member of Group A.
  1. Right-click the All Groups object and select Administration > Create > New Group.
    The New Group dialog appears.


  2. Provide the following:
    Property Description
    Name The name of the group.
    Description A description of the group. Consider creating groups by job type, department, or other methods of membership.
    Group Type Select the type of group:
    Users and Groups
    The new group can contain individual users as well as other groups.
    Users Only
    The new group can contain only individual users.
    Single User Only
    The new group can contain only one individual user.
    Available Member Users Select users as appropriate for this group from the Available list and add to the Present list. You may leave the Present list empty.
    Note: If you selected Single User Only for the group type, you can add only one user to the Present list.
    Available Groups Select groups as appropriate for this group from the Available list and add to the Present list. You may leave the Present list empty.
    Note: If you selected Users Only for the group type, you cannot add other groups to this group.
  3. Click OK.
The new group is saved in the repository and can be used to assign access controls and participate in workflow assignments.