Define Business Structure › Groups › Create a Group

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 File, New Group from the menu bar on the Scoreboard.

   The Create New Group page appears.

2. Complete the Group Fields as appropriate for the group.
3. Use the controls available on the tabs at the bottom of this page to configure the group.

   See Group Tabs for more information.

4. Click Save.
5. The group record is saved and the Group Detail page appears. The following buttons are now available for configuring the group:
   • Update Environment -- Displays the Configuration Item/Asset Search window for the group, where you can specify search criteria for the assets you want to consider. When you click Search, the Environment Update window is displayed, where you can add and remove assets for this group.
   • Update Members -- Displays the Contact Search window, where you can specify search criteria for the contacts you want to consider for this group. When you click Search, the Contacts Update window is displayed, where you can add and remove contacts for this group.