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Creating a custom user group

Before you begin

You have been assigned a global role with the Security Administration capability.


  1. Go to MANAGE > Groups.
  2. Click Add.
  3. In New Group, fill in the user group's information.
    Field Description
    Name Type in a name.
    Definition Enter the general information about the group.
    Email Type in an email.
    Users Select users from the list.
    Global roles Select one or more global roles from the list.
    Default Configuration

    Choose a default configuration.

    By default, users have access to this configuration when they log in. They can change the configuration by using the configuration sub-menu in the upper right corner.

    The default configuration will be assigned automatically when a user of this group signs in. If a user is a member of several groups, then the user will be presented with a choice among the default configurations of these groups. If the group is the reserved group EVERYONE, then all users will be given a default configuration.

  4. Click CREATE.

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