Creating a new group

Use the group builder to manually create a group of data objects.

1. Open the Group Builder by clicking Setup > Group Builder (Legacy).
2. Click Next to bypass the filter and create a new group.
3. In the Create New Group panel, select an option from the Application Type menu to determine which application you will use the group with.
4. Enter a unique Group Description for the new group - do not include apostrophe characters in this field.
5. Select a Group Type Description to choose which type of data you are grouping.
6. Enter a Category, which is an optional label that you can filter by and use to group items (that the filter has isolated) of policy violations and reports.
7. Enter a Classification, which is another optional label that you can filter by and use to group items for policy violations and reporting.
8. Select Hierarchical to create a group of groups, where the admin user has access and then passes it along to users in groups in the hierarchy.
9. Click Add to add the group.