Create new groups
You can use the
Create New Group
screen to create a new group and assign users to it.To access the screen, go to the
Groups
tab then select Create New Group
from the Action Bar.- Create a group
- Go toGroup Nameand enter the name for your new group, then selectCreate.
- Add users to the group
- SelectAdd Users to Group. A list of users in your account will display. Use this screen to filter the list to a smaller subset that's more manageable. You can filter, sort, and re-categorize the user list.
- Mark the checkboxes next to the users you want to assign to the group then selectNext.
- Assign groups
- Select the group for each of the users you want to assign. You can assign these individually on each user's row or select the column header to assign the same group to all of the users listed.tipYou can change the data you want to display for the user column to list the users by user name, email address, or full name. Hover over a user's information to show a pop-up with all of their details.
- SelectDonewhen you're finished.
Select
Home
to return to the Checkpoint User Administration Home screen.