Set up groups and assign the necessary roles and users. The users in the group
inherit the roles of the group, so you do not have to assign roles to each user
A good practice is to create as many groups as needed in your organization.
For example, you can create a staff group for each geographic location or for each
function, such as building maintenance or building security, assign the necessary
users to those groups, and then assign the staff role to those groups. It is also a
good practice to create one group for administrators and assign the admin role to
this group only.
Fill in the fields.
To see some of the fields, you may need to personalize the form.
||Name of the group.
||Group manager or lead.
||Category for this group. For example, a group designated as
type catalog is a service catalog group
and can also be accessed under the module.
You may need to personalize the form to add the
Type field. Activating the Work
Management plugin adds the Type field
||Group email distribution list or the email address of the
group's point of contact, such as the group manager.
||Other group of which this group is a member. If a group has
a parent, the child group inherits the roles of the parent
group. The members of the child group are not members of the
parent group. For example, if an incident is assigned to the
parent group and you click the Assigned
to lookup icon, only the members in the parent
group are available. The members of the child group are not
||Check box that indicates whether the group is active or
inactive. Inactive groups still appear in any reference field
that already references the group, but are not visible by
non-admin users in:
- lists of groups
- the reference lookup list for reference fields
- the auto-complete list of groups displayed when you type
into a reference field
||Check box that controls whether the group's manager
receives email notifications.
||Check box that controls whether the group members receive
individual emails when someone sends an email to the
Group Email address. The only exception to
this functionality is for approval notifications, whereby all
members of a group receive an approval notification, regardless
of the Include members
||Helpful information about the group.
Click the lock icon beside the Type field. If the field
is not visible, configure the form
The Type field expands.
Click the reference lookup icon () and select the [application] type.
Right-click the form header and select Save.
Add the [application]_admin or [application]_staff role to the
Roles related list.
Add users to the Group Members related list.