To create a user group that is to represent a set of tasks its members perform.

Background Information​

A user group defines the data that members of the group can access. The group also specifies the actions members can perform on that data. In this way, a group represents a scope of responsibility each member of the group shares. A system user can belong to only one group at a time. For that reason, the scope of work that a group represents must enable members to work effectively without the need to switch groups.


  1. In the ​Top Navigation​, click | .
    ⇒ The ​Account​ window opens.
  2. Click ​User Groups​.
    ⇒ The ​User Groups​ window opens.
  3. Click the ​Create User Group​ button.
    ⇒ The ​Create User Group​ window opens.
  4. Enter the values in the input fields as indicated in the table:

    Input Field



    Enter a name for the user group that indicates the business area or purpose of the user group.


    Enter a description that reflects the scope of responsibility or tasks that members of the group are to carry out.

  5. Click the ​Save​ button.
    ⇒ The ​User Groups​ window appears. The user group that you created appears in the list of user groups.