Creating a Group link

Access the Groups Section link

1. Navigate to your organization
2. Expand the “Settings” menu
3. Click on “Groups”

Create New Group link

1. Click the “Create Group” button

2. A modal will open with the following fields:

   

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Group Properties link

• Name - Unique identifier for the group (max 64 characters: a-z, A-Z, 0-9, dashes)
• Description - Brief description of the group’s purpose
• Organization Role - Choose the role this group will have:
  • Global Contributor
  • Global Viewer

3. Click “Create Group” to finish

   

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4. The group is now created and ready to have members added.

   

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Next Steps link

After creating a group, you’ll typically want to:

• Add members to the group
• Modify group properties if needed