Creating a New Group
User Guide > Managing Groups > Creating a New Group

You may create a new group as follows:

  1. Log in to your account, and click Options in the top navigation bar:

  2. Click the link "Create a new permissions group":

  3. From the Create New Group form, enter a name for the new group, and click the checkboxes next to the users who you want to add to the group:

  4. To create the group, click the SUBMIT button. You can now share cases and share folders with the new group.

Next: Editing a Group