Creating user groups

You can create a user group, add user group members, and assign view and edit security settings to the group.

Note: Once you create a user group, you cannot delete it.
To create a new user group:
  1. Navigate to the User page.
  2. In the User Groups tab, click the Add button and select a group type.
    Note: The group type is associated with a category group and a custom field type group. These groups define which categories, category tabs, custom fields, and custom field tabs are available for the user in the Details tab on the Customize workspace in NexJ CRM.

    If appropriate custom fields or categories do not appear for a user in NexJ CRM, validate that the User entity type has been added to the custom field type group and category group defined for the group type.

    The Add User Group dialog opens.
  3. Enter a name and description for the user group.
    Note: The user group name displays in NexJ CRM.
  4. Optional: In the Email Address field, provide an email address to enable users in the group to send batch emails from this group email account.
    Note: By default, all users are granted the Send from Group Mailbox permission, which enables users in the group to send emails from the group email account.
  5. Optional: In the Users tab, add users to this user group.
  6. Optional: In the Security tab, specify view and edit security levels of this user group.
  7. Click OK.
    The Add User Group dialog closes.
The user group is created.