Adding a Locally Managed Custom Group to CentraSite
Use the following procedure to add a locally managed custom group to CentraSite.
To create a locally managed group
1. In CentraSite Control, go to Administration > Users > Groups.
2. Click Add Group.
3. In the Group Information panel, specify the following fields:
In this field... | Do the following... |
Name | Enter a name for the new group. A group name can contain any character (including spaces). Note: | The group name must be unique within an organization. |
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Description | Optional. Enter a short description for the new group. This description appears when a user displays the list of groups on the CentraSite Control. |
Organization | Specify the organization to which this group belongs. (The drop-down list only displays organizations for which you have Manage Users permission.) Important: | Choose the organization carefully. You cannot change this assignment after the group is created. |
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4. To add users to the group, do the following:
a. Click Add User.
b. Select the users that you want to add to the group.
If you want to filter the list, type a partial string in the Search field. CentraSite applies the filter to the Name column.
If you type... | CentraSite displays... |
b | Names that contain b |
% | All names |
c. Click OK.
5. Update the Roles profile as necessary to assign roles to this group. If you need procedures for this step, see Assigning Roles to a Group. Important: | Verify that the Organization field specifies the correct organization for this group before you proceed to the next step. |
6. Click Save.
