Manage Attributes and Groups

Create group

1. Click the People icon and select the Groups tab.

2. Click the New Group button.

3. In the modal, enter the new group's name. You can opt to enter a description of and email address for the new group.

4. Click Save.

Add user to group

1. Click the People icon and select the Groups tab.

2. Select the group you want to edit and select the Settings tab.

3. Click the Add Members button.

4. Begin typing in the Search by Member Name or Email text box.

5. Click on the name from the dropdown list to add this user to the group.

Add group or user attribute

1. Click the People icon and select the Groups tab.

2. Select the group you want to edit and select the Settings tab.

3. Click Add Attributes.

4. Begin typing the attribute name in the Attribute text box.

   • If the attribute already exists, select it from the dropdown list.

   • If the attribute does not exist yet, enter the full name of the attribute, and then select it from the dropdown.

5. In the Attribute Value text box, enter a value.

   • If the value already exists, select it from the dropdown list.

   • If the value does not exist, enter the full name, and then select it from the dropdown.

6. Click Close.

Remove a user from a group

1. Click the People icon and select the Groups tab.

2. Select the group you want to edit and select the Settings tab.

3. In the members section, click Remove to the right of the member you want to remove.

4. Click Delete to confirm.

Delete a group

1. Click the People icon and select the Groups tab.

2. Select the group you want to edit.

3. Click the more actions icon, and select Delete.

4. Click Delete to confirm.

Remove a user or group's attribute

1. Click the People icon and select Users or Groups.

2. Select the user or group you want to edit and select the Settings tab.

3. In the Attributes section, click the more actions icon on the attribute value you want to remove.

4. Click Remove and Confirm.