Group Manager

When creating a document or questionnaire, the document owner assigns users to write, review, approve, and read the document or complete the questionnaire. If there are certain sets of people who are regularly assigned, you can make the assignment process easier by creating groups. The document owner can then assign a group of people all at once by selecting a group name rather than having to select each user name individually.

A group must contain at least one user and can consist of users from a single site or multiple sites.

Note: You can create a group containing a single user in order to create a selectable title or role. For example, if there is only one person designated as the approver within a department, you could create a group called Approver that contains that one user. You can also use a single-user group in the case where one user sets a document/questionnaire as approved on behalf of an approval committee, such as a board of directors.

Refer to the following topics for details on working with groups:

Adding a User Group

Editing a User Group

Archiving a User Group

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