Creating a group

Create groups to help organize related sets of users and channels. When creating a group, give it a name that indicates the type of applications, type of channel content, or type of user in the group.

A common group naming convention is to use the departments of an organization, such as Sales or Marketing.

Table 1. Sample group names

Group name	Type of user	Sample channels
Field Service	Technicians	Work Order Applications, Mapping Reference Guides
Sales	Sales professionals	Federal Express Inventory Order Forms
Our Company	All employees	Monthly HR newsletter, Company directory, Expense report forms

Note

Your license may limit the total number of groups that you can create.

To create a group

Log in to M-Business Server as admin.
In the Navigation Panel, choose Groups » Create Group.
Enter a group Name.
Enter a short Description of the group.
Select the group Type: Managed, Optional, or Required.
Click Create.

If there are any problems with your entries, a message is displayed at the bottom of the Create Group page. Make the specified correction and click Create again.

If your entries for the new group are accepted:
- The Edit Group page for the group you just created is displayed.
- The Navigation Panel now lists the Groups » Edit Group submenu and shows that you are in Groups » Edit Group » Identity.
From the Edit Group page, you can:
- Edit the group’s identity information—Name, Description and Type.
- Configure the rest of the group’s information, creating Web and database channels, and assigning users and group administrators.
- Delete the group.

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