Changes

The '''User Group''' feature can be used to create groups of users to facilitate managing a number of contacts as a group rather than individually.

There are 2 ways Groups can be used:

* The [[Custom Field Type: Select One - User Group|Select One - User Group]] custom field can be used to allow you to select a '''User Group''' to be associated with a record (Level 1, Level 2, Level 3, Company, etc). The details of that group can then be referenced and/or displayed. For example using a [[Read Only - System Variables]] field.

* A '''User Group''' can be added to the contacts section to a Level 1 record. Each member of the group will be assigned directly to the Level 1 record, either using the [[Role]] they have in the '''User Group''', or with a role selected when the '''User Group''' is added to the Level 1 record.

==Creating User Groups==

To create a new '''User Group''':

:* Click '''New'''

:* Enter the Group Name and Description

==Adding Users==

To add users:

:* Click the '''Users''' button next to the appropriate '''User Group'''

:* Click the '''Lookup''' button

:* Use the search options at the top to locate the user(s) you wish to add

:* Click on the + next to the user you wish to add:

:* Click '''OK'''

:* If you wish to add the selected users to the group with a specified role choose it from the '''Add as Role''' combo box (optional)

:* Click '''Save'''

==See Also==