(Example) Add a Group

Prerequisites

• More than one user account with an AgilePoint ID.

  For more information, refer to:

  • Users
  • (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:

  • Roles
  • (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 Group.

   
   
   

1. On the Basic 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 Group Members screen, click Add Members.

   
   
   

5. On the Available Members screen, in the User Name / Full Name / Department field, select Full Name.

   
   
   

6. In the Full Name field, enter Sarah Lawrence.

   
   
   

7. Click Search .

   
   
   

8. In the users list, select Sarah Lawrence.

   
   
   

9. Click Add.
10. On the Group Members screen, repeat steps 4-9 to add more group members.

    
    
    

11. Click Create Group.
12. On the Configure Access Rights screen, click Finish.

    
    
    

13. On the New Group has been added screen, click Close.