How do I create a custom group?

To create a custom group in your site:

1. Go to User Manager > Groups.
2. Click Create Group.
3. Enter a Unique Name and Group Name for the group.
   • These values can be the same.
   • You cannot change the Unique Name in the future, but you can update the Group Name, which is the group name that users see in the site.
   • Reference the Unique Name value when using this group in approver lookup tables in your approval processes.
4. Access the Users tab to add users to the group.
5. Click Save to create the group.

After you create the custom group, assign this group as a child group to one or more system groups to have the custom group inherit the permissions from the parent groups.

You must belong to the Customer Administrator or Customer User Admin group to create a custom group.

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