There are two methods to add groups using the Group Management page:
▪Add Multiple Groups – Add up to five groups simultaneously.
▪Add a New Group – Add one group at a time.
To add a group:
1. Click the Manage menu in the upper-left hand corner of the screen and select Groups under the “Application” heading.
The Groups Management page displays:
2. Click the Add Multiple Groups link on the right side of the page to add multiple groups at once.
-OR-
Click the Add a New Group link located on the right side of the page.
3. Enter a group name and description into the available fields and click the Submit button to save your new group.
Note: It is recommended that you paraphrase the type of permissions each group has in the Group Description field.
The new group is added to the Group Management page and the Assign Rights to a Group page displays:
Note: By default, all groups have no rights assigned upon creation. If you skip this step, you must return later to define the group rights, or the group will not have access to any system functionality.
4. Select the New (create), Edit, and View permissions for each permission type as needed for this group.
5. After your permissions have been defined, enter your e-Signature and click the Submit button.
