Create a user group

Create groups and assign roles to them. Users assigned to the group inherit the roles.

Before you begin

Role required: user_admin or itil

Procedure

Navigate to User Administration > Groups and create a new record (see table for field descriptions).

To see some of the fields, you may need to personalize the form.

Field Description
Name Name of the group.
Manager Group manager or lead.
Type Category for this group. For example, a group designated as type catalog is a service catalog group and can also be accessed under the Service Catalog > Catalog Policy > Fulfillment Groups module.
You may need to personalize the form to add the Type field. Activating the Work Management plugin adds the Type field automatically.
Note: ITIL is added for groups with an empty group type. Also, the default reference qualifier for tasks allows these groups to assign tasks and other task types to the group.
Group email Group email distribution list or the email address of the point of contact, such as the group manager.
Parent 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 available.
Active 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
Exclude manager Check box that controls whether the group manager receives email notifications.
Include members 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 selection. See Receive notifications for more information.
Description Helpful information about the group.

Add a user to a group

Add a user to a group so the user inherits all the roles assigned to the group.

  1. Navigate to User Administration > Groups.
  2. Click a group Name.
  3. In the Group Members related list, click Edit.
  4. Select one or more names in the Collection list.
  5. Click Add.
  6. Click Save.

Remove a user from a group

Remove a user from a group when they change roles.

  1. Navigate to User Administration > Groups.
  2. Click a group Name.
  3. In the Group Members related list, select the check box next to a group member name.
  4. From the Actions on selected rows menu, select Delete.