1.Select the Admin tab.

2.Click the Groups link under the tab bar.

3.Select one of the following options:

oTo create a group, click New.

oTo edit a group, click the Edit Record icon to the left of a group.

4.From the General page, complete the following fields:

o(required) Group Name—-Enter the name of this group. Maximum length: 50 characters.

o(required) Unique Name—Enter a unique name to identify this group. Enter letters and numbers in default English only.

o(optional) Description—Enter a description of this group. Maximum length: 250 characters.

5.To set up record rights, click System Rights from the left navigation pane.

For more information, see Assigning or Viewing Group System Rights, Rights for End-users, Rights for Administrators, and Rights for Solution Developers.

For an overview on rights, see Understanding Rights.

6.To set up rights for categories and custom fields, click Category Rights from the left navigation pane.

For more information, see Assigning Group Category and Custom Field Rights.

For an overview on rights, see Understanding Rights.

7.To enable tools, click Tool Rights from the left navigation pane.

Check the tools to enable.

For more information, see Assigning Group Tool Rights.

8.To add users to the group, click Users from the left navigation pane. Do the following for each user to add:

oClick Add New Item.

oFrom the Users drop-down list, select a user to add to the group.

Set a user's primary group from the user's account.

For more information, see Changing Group Members.

9.Click a save option.