Adding a group

When you add a new group, the group is automatically added to your Admin group.

To add a group:

  1. Select a corporate data type.
  2. In the Group Membership section, click Add.
  3. Click New.
  4. Specify this information:
    Name
    Specify a name for the group. You can click the Change Resource Key button or to manage your translation resource keys.
    Description
    Specify a description for the group.
    Type
    Select the type of group: Data, Role, Admin, or User.
    Status
    Select whether the group is active or inactive.
  5. Optionally, specify a unique external ID for the group. If your company uses the Expense Management Import tool to populate the Expense Management database, external keys are automatically imported into the database
  6. To save your changes, click Save.