Add Group

How to Add a New User Group

1. Open the Group Editor:
   From the Group Tasks navigation menu on the left side of the User & Group Manager screen, click Add Group. This will open the Group Editor window.
   
   

2. Group Editor Tabs:
   The Group Editor consists of several tabs to configure your group: 

   1. General 

   2. Permission 

   3. Members 

   4. Roles 

   5. Categories 
      
      

3. General Tab:
   Here, you can enter the basic information for the new group:

   1. Group Title: Enter the name of the User Group you want to create.

   2. Description: Provide a description of the purpose and scope of the group. This helps you quickly identify the group within ExpensePoint.

4. Save the Group:
   When you click OK, the User Group will be saved and immediately appear in the User Group list in the top section of the User and Group Manager. 

For a visual step-by-step guide, please watch the video below on adding a User Group.