Display the Groups Form

Use this procedure to access the Groups form.

To display the Groups form:

  1. In the Navigation pane, click SECURITY > Groups.
    By default, the Groups Detail View displays with the GENERAL tab selected. You can view and edit the information for a single record using the available tabs.

    To navigate to the USERS, OPEN PLAN, or SECURITY tab, select the corresponding tab.

  2. To switch to Groups List View, click at the upper right portion of the form. To return to Groups Detail View, click .