How do I create a group?

With PowerSteering you have the ability to collect users into a group. Once users are inside of a group, you can assign that group a specific set of permissions, assign a group as a recipient for scheduled reports, use groups to filter information, select groups for sharing information and assign groups to roles on projects. This article describes how to create a group.

Click here to view a brief tutorial video about how to create a group.

1. Click Groups

Click Groups
  1. Click the Review button on the Icon bar.
  2. Click User Management to expand the menu, then click Groups.

2. Click Add New

  • Click Add New.

3. Enter Group Details

  1. In the Group Name field, enter a name for your group.
  2. In the Description field, enter a description of your group (optional).
  3. In the Find field enter one or more letters of the user's name, then click Go.
  4. From the results list, drag and drop users into the appropriate role.
  5. Click Save Changes.

4. View Group

  • View newly created group.

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