Using the Group Manager - Groups Tab

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

Click Group Manager on the Navigation Bar. The Group Manager list view is displayed. Select a record in the Group Manager list. The Group Manager detail view is displayed.

On this page you can:

• Work with records in a grid. See Working with Grids in list views and tabs
• Click Refresh.
• Filter my list. See Using Task Pane Filters
• 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. Click View in the Group Manager Tasks.

     The selected group list view opens.

• Edit a group:
  1. Select a group in the list.
  2. Click Edit in the Group Manager Tasks. The Query Builder view is displayed.
  3. Use the Query Builder tabs to modify the group.
     • Properties tab: Use to define the name and description of the group. See Setting Query Builder Properties
     • Conditions tab: Use to define the conditional statement(s) used to select records. This tab is not available for ad hoc groups. See Query Builder Conditions
     • Layout tab: Use to define which data appears in the list view. See Query Builder Layout
     • Sorting tab: Use to define how the records are sorted. See Query Builder Sorting
• Delete a group:
  1. Select one or more groups in the list.
  2. Click Delete in the Group Tasks.
  3. Click OK.
• Share a group. See Sharing Groups with Other Users
• Reassign a group owner:
  1. Select one or more groups in the list.
  2. Click Assign Owner in the Group Tasks.
  3. Use the Select User field to find the user you want to assign ownership of the group. See Finding Records
  4. Click OK.