How can I create groups?
You can create different types of user groups and share the common records among groups.
To create groups:
- Click Setup > Users & Permissions > Groups.
- In the Groups page, click Create Group.
- In the New Group page, do the following:
- In the Group Details section, specify the Group Name and Description for the group.
- In the Group Source section, select the group members. You can select users, roles, roles & subordinates, and different groups as members of the new group.
- Click Save.