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How do I create a group and assign it to a user?

This article explains how to create a new group and assign it to a user. It is intended for administrators or users with permission to manage groups and user settings. The example below describes how to create a group with the type External Resource and link it to a user via the person card. You must have the required permissions to create groups and edit user details.

 

  1. Create a Group
  2. Assign a group to a user

 

When to use this

Use this guide when you need to:

  • Create a new group for users or resources

  • Organize users under a specific category

  • Assign a group such as External Resource to a user

 

Create a Group

Follow these steps to create a new group:

1. Go to New.
2. Select Group.

Create a new Group


3. Choose an existing group category or create a new one:

  • Click the arrow next to the Category field.
  • Select New to create a new category if needed.
    add new group category

4. Set Type to External Resource.
5. Enter a Name, for example: External service.
6. Click Save and Close.

 

Assign a Group to a User

After creating the group, assign it to a user:

1. Open the person card for the relevant user.
2. In the Group column, select the group External service.

Add a user to a group

3. Click Save and Close.