How can I create groups?

You can create different types of user groups and share the common records among groups.

To create groups:

  1. Click Setup > Users & Permissions > Groups.
  2. In the Groups page, click Create Group.
  3. In the New Group page, do the following: 
    • In the Group Details section, specify the Group Name and Description for the group.
    • In the Group Source section, select the group members. You can select users, roles, roles & subordinates, and different groups as members of the new group.
  4. Click Save.