Add a Group on the Groups Form

Use this procedure to add a new group on the Groups tab of the Groups Detail View.

To add a new group:

  1. In the Navigation pane, select SECURITY > Groups.
    By default, Groups Detail View displays. To switch between views, click (Groups List View) or (Groups Detail View) at the upper portion of the form.
  2. At the upper right part of Groups on any view, click + New Group.

    The Groups Detail View displays.

  3. On the General tab, complete the necessary fields.
  4. On the other tabs of the created group record, enter the needed information.
    The Groups dialog box displays.
  5. When you are done, click Save.
    Note: Alternatively, you can add groups on the Users form.