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The My Groups window provides users with the opportunity to define their own sets of user groups. These local groups will then show up in some group lists such as on the status table, vacation calendar, and when sending a note to a group. (Note: Some group lists, such as the display for group on a bulletin board posts, will only display global groups defined by the administrator in the Manage Global Groups control.) To access the local user groupings, click on "My Groups" under the "Edit" menu. There is no limit to how many local groups can be created. These local groups will not appear for any user other than the one who created them.
| • | Add / Remove / Rename Group |
| ▪ | To create a new local group, just enter the name and click "Add Group." An empty group will then be created. The members for the new group can then be set on the "Set Groupings" tab. The name of the local group can be the same as the name of a local group created by another user. However, the name of the local group cannot be the same as an existing global group. |
| ▪ | To remove an existing local group, select the local group from the group list and click "Delete Group." The group will then be permanently deleted. To rename an existing local group, select the local group from the group list and enter in the new group name. Then click "Apply" to save the new name. The name of the local group can be the same as the name of a local group created by another user. However, the name of the local group cannot be the same as an existing global group. |
| ▪ | After selecting a local group in the group list, users can be added to the local group by selecting the user in the "Remaining users" list and clicking the ">>>" button. That selected user will then move to the "Current group members" list. To save any group membership changes, click the "Apply" button. To undo any group membership changes made since the last save spot, click the "Reset" button. Once the "Apply" button is clicked, the membership changes are saved and cannot be "Reset" to their previous state except by manually adding and removing the users from the group. |
| ▪ | After selecting a local group in the group list, users can be removed from the local group by selecting the user in the "Current group members" list and clicking the "<<<" button. That selected user will then move to the "Remaining users" list. To save any group membership changes, click the "Apply" button. To undo any group membership changes made since the last save spot, click the "Reset" button. Once the "Apply" button is clicked, the membership changes are saved and cannot be "Reset" to their previous state except by manually adding and removing the users from the group. |
See also:
Administration Guide: Manage Global Groups
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