Step 8: Create the groups

A group collects user accounts. With a group, you give the access to agents, projects, and connectors together instead of giving it to each person.

The following requirements are met:

• ☑ Step 7 is complete, see Create the user accounts.

Proceed as follows to create a group:

Groups view

• ► In the User Management area, open the Groups tab.

  • ▷ On the start page, click on your name at the bottom of the navigation bar.
  • ↳ The user menu opens.

  

  User menu

  • ▷ In the Workspace group, click on the User Management entry.
  • ↳ The navigation bar shows the User Management area. The Members tab is open.

  

  Navigation bar in the User Management area

  • ▷ Open the Groups tab.
  • ► Click on the New group button.
  • ↳ The New group dialog opens.

New group dialog

• ► Enter the name and click on the Create button.
• ► Add the user accounts from step 7 to the group.
• ➔ The group is available for selection when you share agents, projects, and connectors.

Groups view with the new group

The Creating a group section describes which data the dialog expects.