Groups

Follow these directions to create a new group.

1. From the Groups screen, click Commands > New Group. The Select the users you want to include in this group screen appears.
2. In the Group Name field, type a unique name for the group.
3. In the user table, click the checkboxes beside the users you want include in the group.
4. Click the Save button to save the group. The Groups screen appears with the new group in the list.

Follow these directions to edit a group.

1. From the Groups screen, click Actions > Edit beside the group you want to edit. The Select the users you want to include in this group screen appears.
2. Make your changes. Add or remove users or even change the name.
3. Click the Save button. The Groups screen appears.

When you import a user, you import a .csv (comma-separated values) file. The file is usually created in a spreadsheet application and saved or exported as a .csv file. Follow these directions to import the user file.

1. From the Groups screen, click Actions > Import Users. The Import Users - Step 1 of 2 screen appears.
2. Click the Upload button. The Windows Explorer or Apple Finder screen appears.
3. Locate the .csv file you want to import.
4. Click the Preview results and select options button. The Import Users - Step 2 of 2 screen appears.
5. Click the Clean seed list before import checkbox if there is a seed list associated with the group and you want to clear it.
6. Click the Import as seed list users checkbox to add all of the imported users to a seed list.
7. From the Department drop-down list, assign a department to the users.
8. In the Number of lines to skip field, type the rows to skip in .csv file. For example, if there is a header in the file, type 1 in the field to skip the first row which has the header information.
9. In the Date/Time Format field keep the default or delete the portions of the field you do not need.
10. In the Column Mapping table, use the drop-down lists to map the columns to existing fields or ignore the column.
11. Click the Import Users button to complete the import. The Groups screen appears.

Follow these directions to delete a group.

1. From the Groups screen, click Actions > Delete beside the group you want to remove. A confirmation box appears.
2. In the confirmation box, click OK. The group is removed from the list.