This article explains how you can set up and manage groups, including adding users to Groups.
This article first outlines how to set up groups and then explains how you should Group people and how to add People to Groups.
How to set up Groups
Groups are set up and Managed on the People page.
You must have the Admin role permission to be able to set up and manage Groups.
To create or manage a group, click on the Manage Groups button.
A right hand side window opens. Simply type the name of the Group and click on +Add button.
You can also amend the name and delete Groups in this window.
How should I group people?
The primary use of Groups in the portal is to send read requests. You should therefore consider not just which functional Groups/Teams people are in but also how their roles and responsibilities may affect the policies that they need to read.
For example, you may have an IT Team that includes Developers and Support staff. There are some policies that may only need to be read by Developers.
It is possible to Add people into to more than one Group and so in the above example, you may choose to have an 'IT' group which includes all the Team and is applied to a broader range of policies but also a 'Development' which includes just the developers and is only applied to specific software development policies.
How do I add people to Groups?
Once you have set up your Groups you can then add People to them.
In the People table, select and individual person, click to open their record. A right hand side menu appears.
On the Profile tab go to the section Groups.
You can either type to find Groups or click on the pulldown and see all groups.
Once a Group is selected, it is shown below the pulldown and another Group can be added.
Once all Groups have been selected, click on Done.
For more information on adding Groups to policies to set up read requests, have a read of this help article.