Adding or editing user groups

You can add or edit user groups from the Workflow / User Group tab on the Admin page. User groups are assigned to workflow steps, and allow the group to be notified of changes and complete steps in a resource's workflow.

To add or edit a user group

  1. From Admin page, select the Workflow / User Group tab.

  2. Do one of the following:

    • Click Add User Group.
    • Click Edit () for an existing user group.

    For the following steps, select new values or edit existing values, as necessary:

  3. Type a name for the group.

    Note: For more information about the fields that you encounter while performing this task, see Fields: Add/Edit User Group.

  4. Type an email address, if necessary. This email address is used to notify members of the user group whenever a workflow step assigned to them is ready to be completed.

  5. Assign as many users to this group as necessary by:

    1. Selecting a user from the drop-down list.
    2. Clicking Add.
  6. Click Submit.