To add a new group:
1- Navigate to Administration > Groups > Add. The Add Group screen will then appear.
2- Enter a ‘Group ID’ and ‘Display Name.’
NOTE: Group ID cannot be modified once a record is saved. If no group ID is entered, a numeric group ID will be assigned by the system.
3- Select a default ‘Organization’ (required) from the organization search (). If this organization is marked “Internal Only,” only issues, users and other groups within this organization will be available to members on issues and in reporting mechanisms. If this group has members outside of this “Internal Only” organization, these users will be included on issues and in reporting mechanisms for only members of this group.
4- If no system-generated email notifications should be sent to any member of this group, select “Suppress All Email.”
5- Select any menu options to display to all members of this group.
6- Select any permissions that all members of this group are to inherit. (A license must be available for each member to have any Advanced/Licensed permissions.)
7- Click Save. (Reset will clear all current entries and selections.)
The Group List All screen will then appear with the message “Group successfully added.”