Who is this article for?

Administrators managing user groups.

Administrator access is required.

The system gives you powerful control over what users can see and do within the system through its flexible Groups and Permissions framework. This feature allows administrators to show or hide nearly any element—such as dashboards, reports, forms, or modules—based on the specific needs of different users.

This article outlines how to create a new group in the system.

1. Click Send to to get started.
   
2. Click Open Admin to access the admin section.
   
3. Click People to navigate to the People tab.
   
4. Click Groups to open the groups section.
   
5. Click New Group to create a new group.
   
6. Enter a name and description for the group.
   
7. Click Edit Employees to assign users to the group.
   
8. Select the employees who should be members of the group.
   
9. Click Add selected items to selected list to confirm the selection.
   
10. Click Save to apply the changes.