A user group refers to a set of users who can access different resource groups with different permissions. You can also assign roles to user groups to allow or disallow specific actions.
Create a User Group
Follow these steps to create a user group:
Navigate to Setup > Account. The Account Details page is displayed.
Click the Users and Permissions tile on the Account Details page. The Permission Sets page is displayed.
Click the USER GROUPS tile.
Click +ADD. The ADD USER GROUP page is displayed.
Provide the following information in the fields:
Group Name: Enter a unique Group Name.
Email Address: Enter email IDs of users. The email field is required if the user group is considered as a distribution list. This distribution list can be viewed while selecting the users for escalating alerts.
Provide a short description about the User Group in the Description field.
Select a user(s) from the Users dropdown, to assign the users to the user group. Click Select All to select all the users.
Click the Manage all users link, to add, view user details, or deactivate a user.
Select a role(s) from the Roles dropdown, to assign the roles to the user group. Click Select All to select all the roles.
Click the Manage all roles link, to add, view role details, or remove a role. Note: You cannot delete a default role.
Click ADD. The User Group is created and displayed in the list.
You can perform the following actions after creating a user group:
|To search for a user group, click the search icon on the User Groups page. Type the user group name in the search box. The search result is displayed.
|View and Edit
|To view the details of a user group, click the user group name.
To edit a user group:
|To remove a user group:
You can view the number of user groups on the Users and Permissions tile on the ACCOUNT DETAILS page.