Creating a User Group - Administration Portal - Current - Current - Ready - Hyland Experience - external

Create new user groups from either the Dashboard page or the User Groups page in the Administration Portal.

1. Open the Administration Portal:
2. Do one of the following:
   • From the Dashboard page, click New User Group in the User Groups tile.
   • From the User Groups page under the Identity tab, click Add New User Group.
   The Add New User Group pane is displayed.
3. Enter a unique name for the user group in the User Group Name field.
4. Under Group Type, select Internal or External.
   For information about group types, see Managing User Group Membership.
   • Select Internal to manually manage membership using the Administration Portal.
   • Select External to allow membership for externally authenticated users to be synchronized with an external identity provider.
5. Under Users, add or remove assigned users as needed.
   Note: If the user group is external, manual changes to group membership may be overridden when user information is synchronized with an external identity provider.

   • To filter the list of unassigned users, start typing the user's name or email address in the Search users by name or email field.
   • To assign a user to the group, select the user from the Unassigned list.
   • To remove a user from the group, select the user from the Assigned list.
6. Click Add User Group.
   The new user group is added.