Using the Group Manager - Groups Tab

The Group Manager Groups tab provides a list of all groups and the tasks needed to manage those groups. Use the filters to narrow the list of groups you want to view and the group tasks to manage groups.

On the Navigation Bar, click Group Manager, and then click Groups to open the Group Manager View Groups tab.

On this page you can:

• Work with records in a grid
• Click (Refresh), to refresh the list information.
• Filter my list
• View group details:
  1. Select a record.
  2. Click Detail.

     The Details pane displays at the bottom of the list view with detailed information about the selected record.

  3. View the information in the lower pane.
• Click Hide Detail, to hide the group details.
• View a group:
  1. Select the group you want to view.
  2. Under Group Manager Tasks, click View.

     The selected group list view opens.

• Edit a group:
  1. Select a group in the list.
  2. Under Group Manager Tasks, click Edit.

     The Query Builder opens.

  3. Use the Query Builder tabs to modify the group.
     • Properties tab: Use to define the name and description of the group.
     • Conditions tab: Use to define the conditional statement(s) used to select records. This tab is not available for ad hoc groups.
     • Layout tab: Use to define which data appears in the list view.
     • Sorting tab: Use to define how the records are sorted.
• Delete a group:
  1. Select one or more groups in the list.
  2. Under group tasks, click Delete.
  3. Click OK.
• Share a group
• Reassign a group owner:
  1. Select one or more groups in the list.
  2. Under group tasks, click Assign Owner.
  3. Use the Select User field to find the user you want to assign ownership of the group.
  4. Click OK.