Creating Custom Groups

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Custom groups can be created and used across multiple applications including Workshop, Formspace, and Facilities&Events. These custom groups are less fluid than the system groups tied to user profiles since users cannot add themselves to and remove themselves from these groups by checking and unchecking a box in their user profiles. Instead, a system administrator controls the addition of users to and removal of users from a custom group.

Note: Custom groups are groups controlled by the System Administrator who creates the group and then adds members to it. System groups are controlled by all users when they select items in their profile.

Creating a Custom Group

  1. Log in to Management.

  2. Select Users Settings > Create New Group.

  3. Select Custom Groups.

  4. Enter a Name for the group and select Next and then Finish.

  5. In the Group Members section, type the first or last name of the staff member and click the magnifying glass to search.

  6. Highlight the staff member's name and click Select Staff.

  7. Repeat the process to add each staff member to the group.

  8. Click Save.

You can always use Groups to access Schools, System Groups, and Custom Groups to edit members of the group or print lists of members for each group.

Printing a School Group

  1. Log in to Management.

  2. Select Groups.

  3. Select a group from the list.

  4. Click the Print button.