Creating and editing groups

Learn how to create and edit groups.

Creating a group

Open the group builder by navigating to Setup > Tools and Views > Group Builder.
Click the icon on the Group Builder table.
Use the Create new group dialog to define a new group.
Provide a group description and use the Application type and Group type menus to define the group.
After defining the new group, use the Members tab to populate the group.
For information about populating groups, see Populating groups.
Click Save to create finish defining the new group.

Open the group builder by navigating to Setup > Tools and Views > Group Builder.
Select a group from the Group Builder table and click the icon.
Use the Edit group dialog to modify group settings.
To add members to the group or modify group membership, use the Members tab. For information about populating groups, see Populating groups.
Click Save to finish editing the group.