System Administrator Scenarios › How to Create a User Group › Create a User Group

Create a User Group

Create a user group to provide access rights that two or more users can share.

For example, create a user group named Portfolio - Managers so that all portfolio managers share access rights to portfolios.

Follow these steps:

1. Open Administration, and from Organization and Access, click Groups.

   The group list appears.

2. Click New and enter the information for the new user group.
3. Save your changes.

   The updated Groups list page appears. You can now add users to the user group.

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