(Example) Add a Group

Prerequisites

• More than one user account with an AgilePoint ID.

  For more information, refer to:

  • Create New User screen
  • (Example) Add a User with an AgilePoint ID
• You must have the Create and Update Groups access right to add and change a group.

  For more information, refer to:

  • Add Role screen
  • (Example) Add a Role
  • (Example) Add a Member to a Role
  • (Example) Change the Roles for a User
  • (Example) Change the Roles for a Group

How to Start

1. Click Manage.

   
   
   

2. In the Manage Center, click Access Control > Groups.

   
   
   

3. On the Groups screen, click Add.

   
   
   

1. On the Group Information screen, in the Group Name field, enter Expense Reimbursement Approvers.

   
   
   

2. In the Group Lead field, select John Smith.

   
   
   

3. Click Next.
4. On the Users screen, click Add.

   
   
   

5. On the Select Users screen, in the User Name / Full Name field, enter Sarah Lawrence.

   
   
   

6. Click Search.

   
   
   

7. In the users list, select Sarah Lawrence.

   
   
   

8. Click OK.
9. On the Users screen, repeat steps 4-8 to add more group members.

   
   
   

10. Click Finish.
11. On the New Group Added screen, click Finish.