Groups Overview

Groups are used to create an organizational unit based on multiple criteria. Groups can very accurately identify a set of users. Some of the uses for groups are setting availability for tasks, competencies, assigning security roles, or filtering reports. There are three types of groups: static, dynamic, and combination.

Managing Groups   Additional Information   Training and Troubleshooting Resources
  • Groups Feature Focus Playlist - In this playlist, you’ll find curated content specifically for Groups. Note: You must log in to the Success Center to access Playlists.
  • Knowledge Base - Review groups quick help and troubleshooting articles.

The following information is available within this folder. Click a link to navigate directly to the appropriate topic: