Managing Groups

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A group is a set of users who share a common purpose.

Groups may perform tasks such as approving change requests, resolving incidents, receiving email notifications, or performing work order tasks. Any business rules, assignment rules, system roles, or attributes that refer to the group apply to all group members automatically. Users with the SYSTEM: Allow User Management role can create and edit groups.

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Creating a user group

1. On the top right, navigate to 

   

    → Manage Users
2. Navigate to User Management → Groups
3. Click the New Group button
4. Fill out the appropriate fields
5. Click Save

Managing the list of users that belong in a group

1. On the top right, navigate to 

   

    → Manage Users
2. Navigate to User Management → Groups
3. Click the hyperlink of the group whose membership you want to manage
4. Click on the Group Users tab and then click Edit
5. Move the appropriate users between Available Users and Selected Users
6. Click Save

Setting a group's roles

Roles assigned to a group apply to all members of that group.

1. On the top right, navigate to 

   

    → Manage Users
2. Navigate to User Management → Groups
3. Click the hyperlink of the group whose membership you want to manage
4. Click on the Group Roles tab and then click Edit
5. Move the appropriate roles between Available Users and Selected Users
6. Click Save