Fields: Add/Edit User Group

User Groups consist of a name, a contact email address, and a list of users that belong to the group. After a user group has been created it can be assigned to workflow steps.

User Group

Group Name

Specifies the name of the user group. The name is used to distinguish user groups when assigning user groups to workflow steps.

Email Address

Specifies a contact email address for this user group. This email address is used to notify members of the user group whenever a workflow step assigned to them is ready to be completed.

Assigned Users

User list

The list of users begins with a drop-down list that is used to assign additional users. Users that are already assigned to the group are also listed.

The list displays this information:

Option

Description

User drop-down list

Specifies a new user to assign to the group, or displays the name of a user that is already assigned to the group. Existing users can be changed to a different user by selecting a new user from their drop-down list.

Management Options

These options let you add users to or remove users from a user group.

You can choose these options:

Option

Description

Add

Lets you assign the selected user to the group.

Remove from group

Removes a user from the group.