New Group — Assign to Profiles
Use the Assign to Profiles step to select the profiles to which a group should be added as a member.
Profiles allow the site and organization administrator to dynamically control which actions are visible to group by associating that information with a profile. A profile represents a typical category of participant within a company and is based on the roles and privileges associated with that participant category.
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Groups can be added to a profile in the New Group window and in the Edit Group window. You will need to create a profile from the New Organization window, prior to adding a group. For more information, see About Profiles. |
Use the following procedure to identify the profiles to which the group should be added as a member:
1. Select the Assign to Profiles step.
2. From the
Assign to Profiles step, click the add profile to list icon
.
The Profiles window opens.
3. Search for and select the profiles you want to assign to the group. For more information, see
Finding Participants.
4. To remove profiles that have been added to the table, select the checkbox in front of each profile. Then click the remove selected objects icon
.
5. Click Apply to add the profile assignment to the database,
or
Click Finish to add the profile assignment and close the New Group window.
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