Adding a Locally Managed Group
To add a locally managed group
1. In CentraSite Control, go to Administration > Users > Groups.
2. In the Groups page, click Add Group.
3. In the area labeled Group Information, provide the required information for each of the displayed data fields.
Field | Description |
Name | Name of the group. This is the name that users will see when they search for groups in CentraSite. A group name can contain any characters (including spaces), and must be unique within an organization. |
Description | Optional. The description for the group. This description appears when a user displays the list of groups in the Groups page. |
Organization | The organization to which you want to add the group. (The Organization list only displays organizations for which you have the Manage Users permission.) Important:
Select the organization carefully. You cannot change the organization assignment later. |
4. To add users to the group, click the Users tab and perform the following:
a. Click Add User.
b. In the Add User dialog box, select the check box for one user, or select the check boxes for multiple users you want to add to the group.
c. To filter the list, type a partial string in the Search field.
CentraSite applies the filter to the Name column.
d. Click OK.
5. To assign roles to the group, click the Roles tab and perform the following:
a. Click Assign Role.
b. In the Assign Role dialog box, select the check box for one role, or select the check boxes for multiple role you want to give the group.
c. To filter the list, type a partial string in the Search field.
CentraSite applies the filter to the Name column.
d. Click OK.
6. Click Save.