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Create a Group

A group is a collection of contacts that represent a specific area of responsibility.

Note: If multi-tenancy is installed, select the appropriate tenant from the drop-down list. The public (shared) option creates the object for all tenants.

To create a group

  1. Select Security and Role Management, Groups on the Administration tab.

    The Group Search page appears.

  2. Click Create New.

    The Create New Group page appears.

  3. Complete the fields as appropriate for the group.
  4. (Optional) Use the controls available on the tabs at the bottom of this page to configure the group.
  5. Click Save.

    The group record is saved and the Group Detail page appears. The following buttons are now available for configuring the group:

More information:

Group Fields