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Groups

Navigate: Menu > Users > Groups

User groups are reusable target groups. They can be defined by assignment rules, manual user selection, or both, and then used in content assignment, permission management, messaging, reports, and other workflows.

In this section​

Create a new user group​

The new user group form contains:

  • Name – the group name.
  • Short description – a short description shown in the group list.
  • Description – an optional longer description.
  • Permission labels – the relevant permission labels for this entity.
  • Create – creates the group and opens the user group page.

User group page​

The user group page can include Delete when the current administrator has permission.

The page contains these tabs:

  • General information – group name, short description, description, and permission labels.
  • Members – users currently in the group, shown in the same table format as the Users list.
  • Assignment – rules and manual assignments that add users to the group.
  • Usage – places where the group is used.

Assignment​

The Assignment tab uses the assignment/filtering interface.

The tab includes:

  • Assignment filters – rule-based group membership.
  • Filtering results – users matching the current rules.
  • Manual assignment – direct user assignment by name, email, or employee ID.
  • Manually assigned – users added manually.

List existing user groups​

The user groups list is a standard table.

The table shows columns such as Name, Description, and Updated. When advanced user groups are enabled and the Advanced action is active, the table can also show Type.

Available actions can include:

  • Advanced – shows advanced user group information when available.
  • Add – creates a new user group.