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Create a Group

Permissions and groups allow system users access to perform specified functions in the system.

  • A permission grants access to a specific task that can be performed in the system. Permissions cannot be created by system users or assigned to system users on an individual basis.

  • Groups are entities containing several permissions and are added to user accounts to grant them system access.

You can create groups and add permissions to them, or you can manage permissions and associate groups with them.

To create a group

Tip: Required fields are marked with an asterisk (*).

  1. From any page, go to Administration: Groups. The Groups page opens.

  2. Click Create Group. The Create Group page opens.

  3. Enter information in the fields.

  4. Click Save.

Group Fields


  • Common Name – Name of the group.

  • Access Level – Types of users who should have access to this group. Options include Department, Region, State, and Global.

  • Description – A description for the group that explains to administrators why they may want to add the group as a permission for the user.

To add the appropriate permissions for users associated with the group, click Add Permissions. Select the desired permissions and then click Add Permissions.

Users associated with the group. To associate system users with the permission group, click Add Members. You can remove members if you do not want them to have the group permissions. Any changes you make here appear in a user's account.

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