Creating New User Groups

An admin user can create new user groups.

Availability Note. This feature is only available to users with administrative privileges.

The following steps demonstrate how to create a new user group.

  1. On the main navigation bar, click , the gear icon.

  2. In the drop-down menu, click Users & Groups.

    selecting Users & Groups. Administration menu shows Set Homepage and Job Status. The Site Administration menu includes Users & Groups (active), Manage Roles, Manage API Keys, Email Templates, Custom Styles, Custom Colors, Static Assets, and Site Settings.
    Selecting Users & Groups from Site Administration () Menu
  3. The Manage Users & Groups interface appears, open on the Users tab.

  4. Click New Group.

    In Manage Users & Groups page, clicking the New Group button
    Creating a New User Group

    The New Group modal window appears.

  5. In the New Group modal window,

    • Enter Group Name. We used Arcadia.
    • [Optional] Under Members, use the Search box to find users, and assign the new user to existing groups by selecting user groups on the left list, and then clicking Add to move them to the right. See additional information on adding users to user groups.
    • Click Save.
    New Group modal, text box for group name, search box for members, and include-exclude lists with Add>> and <<(Remove) buttons, Cancel button, and Save button
    New Group Setup
  6. Click Save.
  7. After the operation succeeds, you can check the Users interface, and see that the group assignment applies to the users just assigned to the new group, Arcadia.

    Manage Users & Groups, List of Users
    Group Membership on the Users Interface
  8. Similarly, the Groups tab shows that the group Arcadia is part of the list, and lists its three (3) members (ArcadiaUser, ArcadiaAdmin, and Administrator).

    Manage Users & Groups, List of Groups
    Manage Users & Groups, List of Groups and Assigned Members