Create a New User Group

1. Select Administration from the ribbon.
2. Select Users → Groups.
3. In the User Groups screen, click Create.
4. Enter a Name for the group. In this example, our group is called "Admins".
5. If your organization is comprised of more than one domain, choose the domain from the Domain list. If comprised of only one domain, it is selected by default in this list.
6. If you are using Active Directory as your Network Type, ensure 'Link to directory' is set to On. Additional options will appear to allow you to select users based on Organizational units, Security Groups or Directory Attribute data from Active Directory.
If you do not link to a directory source, you will have to manually add individual users to the Group.
7. From the 'Filter by' list, choose one option that will affect a search when you enter criteria in the corresponding fields:
   • Directory Attribute – Your group will be comprised of directory users whose accounts match the attribute and value you select.
   • Organizational Units – Your group will be comprised of members of one or more OU's.
   • Security Groups – Your group will be comprised of one or more Security Groups.
8. If you opted to filter by Directory Attribute, click in the Attribute Name field and type the attribute exactly as it appears in Active Directory. Type the value in the Attribute value field. Note that both of these fields are case sensitive.
9. If you opted to filter by Organizational units, click in the 'Organizational units' field and then start typing the name of the OU. Matching OU's are displayed and you can click the correct match to complete the field. If you want to add a second OU, click in the field beside the first selection and enter the search criteria to select another OU.
By default, all users within any child OU's are included in the group. To prevent this, ensure the 'Exclude child OU's' option is set to 'ON'.
10. If you opted to filter by Security groups, click in the 'Security Groups' field and then start typing the name of the group. Matching security groups are displayed and you can click the correct match to complete the field. If you want to add a second security group, click in the field beside the first selection and enter the search criteria to select another group.
11. Click Create.

The Edit User Group screen appears and you can view the members that belong to the group and add child group if necessary.