Create a New Business Group

To create a new business group:

1. In User Administration, click Business Groups in the left navigation.
   You see a list of all the available business groups.

2. Click Create New and select Create New Group.

3.  In the Add New Group dialog box, enter the name and description of the new business group.
   
   

   Open

   

4. Select the business group type. The default type is Regular.

5. To grant users in the new business group access to all entities in the system, check the Access to All Entities check box.
   If the Access to All Entities option is unchecked (default), users will have access only to the entities created by this business group or to entities for which they have been explicitly granted access.

6. Click the Clients, Entities, Sources, Custom Archive Rules, Classifications, Codes, or Users tabs and click Add.
   Depending on the tab you selected, you see a dialog box with the search criteria. For example, when you click the Entities tab, you see the Entities dialog box, as shown below.
   
   

   Open

   

7. To specify the search criteria in the Entities dialog box, click the search icon in the Entity Type field, select the appropriate option, and click the green Search button.

8. In the search results, check the appropriate check boxes to select as many entities as needed and click OK to return to the Entities tab.

9. In the Entities tab, you can select an entity to delete by clicking the Delete button or add more entities by clicking the Add button.
   
   

10. After you have selected the appropriate options from all the tabs, click Save Changes on the ribbon or click Rollback Changes to undo your changes and continue editing.

11. Under Business Groups, click the new business group you created to view the details and make any changes.
    
    

12. If needed, refresh, print, or export the information displayed in the workspace.