Create a New Group

Your Workflow user account or group membership must have the following permissions to create a Workflow group unless your user account has the Make this user a Super Admin setting selected:

• Groups: Create Groups

• Groups: View Groups

See the Groups permissions or ask your Workflow Administrator for assistance.

Follow these steps to create a Workflow group:

1. View all Workflow groups. The Groups page displays.

2. Click the +Group button. The Create New Group screen displays.

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3. In the Name field, enter the name of the Workflow group. This is a required field.

4. In the Description field, enter a description of the Workflow group.

5. Click Save. The Group Details tab displays for the new Workflow group to specify groups members and/or permissions to assign the new group. See Edit a Group.