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User's Guide
Working with User Management tool : Managing nodes : Managing groups

Managing groups

You can add (and manage) groups from the Groups list.
1. Click Groups node in the left pane, displaying the group list in the right pane.
The group name and label is displayed by default. To hide (or show) either of the columns, right-click any column header and mark (or unmark) the appropriate options.
2. To create a group, click New to open the group details screen, where you can enter the following group details.
Table 58 describes the group detail fields.
Table 58. Group information
Group Name
(Required) Enter the name of the group. The group name appears as the group performer in your process template. You can also search for a group by entering the group name in Search box in the Group List screen.
Group Label
Enter the group label (example, Human Resources). This label appears as the group label in the Organization Chart Viewer for all added users.
Click the ellipsis button beside the Leader box to select a group leader. From the Select User dialog box, click the user to be selected as the group leader, then click OK.
Click the ellipsis button beside the Calendar box to specify a calendar (if defined). This action includes the business calendar restrictions for the group members.
Group Members
Use this section to add the group members, as discussed in Adding group members.
3. Click OK to add the group to the groups list. The group is also added as a member to the Groups node in the left pane.
To remove a group (or multiple groups) from the groups list, select the groups and click Remove. The User Management tool prompts you for confirmation. Click Yes to remove the selected groups. To modify group details, select the group and click Modify to open the group details screen, where you can modify the group information.
* Adding group members