Adding and Deleting a User Group
Add
1. From the User Management display with the User Group tab selected click the + New button to view the Add New User Group panel.
2. Fill in all applicable information.
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Fields marked with a * are required.
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3. Click Save to save any changes or Exit to leave edit mode without saving. Click Next to move to the Group Membership tab.
4. All existing users will be listed in the left panel. Enter the desired user into the search field and click 
or hit Enter.
or hit Enter.5. Utilizing the 
and 
buttons add and remove users assigned to the user group appropriately. Click Save to save any changes or Exit to leave edit mode without saving.
and buttons add and remove users assigned to the user group appropriately. Click Save to save any changes or Exit to leave edit mode without saving.| | Multiple users can be chosen at once by hitting Ctrl or Shift. |
Delete
1. Search and select the desired user group.
2. Click 
to delete the selected group.
to delete the selected group.3. Click Delete on the resulting dialog window.
| | User groups required by the application and user groups assigned to a document family cannot be deleted. |