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Need to create a custom group in my site and assign users to it.
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Try to add users to an approval flow but cannot find an appropriate group.
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Attempt to assign permissions to users but no suitable group exists.
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Need a new group for specific approval processes or reporting purposes.
To create a custom group in your site:
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Go to User Manager > Groups and click Create Group.
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Enter a Unique Name and Group Name.
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These values can be the same.
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Unique Name cannot be changed later, but the Group Name can be updated.
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Use the Unique Name in approver lookup tables in your approval processes.
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Add users to the group from the Users tab.
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Click Save to create the group.
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(Optional) Assign the custom group as a child group to system groups to inherit permissions.
Must belong to the Customer Administrator or Customer User Admin group to create a custom group.
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