Manage Groups & Folders
Groups are managed in folders. You can only create and delete folders and groups in folders for which you have privileges.
Navigate to a Folder
There are several ways to navigate to a folder.
Quick links
- Select My folders in the Quick links section of the left navigation to see only the folders for which you have privileges.
- In the Folders I manage tab, select a folder.
Search
- Enter the folder name or the folder ID in the Search field at the top-right of the page.
- From the search results, select a folder.
Browse folders
- In the Browse folders section of the left navigation, select a folder.
Create a Folder
You can create subfolders in your managed folder to further organize your groups.
- Select My folders in the Quick links section of the left navigation.
- In the Folders I manage tab, select the folder where you want to create a subfolder.
- In the More actions dropdown menu, select Create new folder.
- Enter a Folder name and Description following the Name a Folder or Group conventions.
Note: The Folder ID is the unique identifier for the folder and is automatically created based on the folder name. It is recommended that you do not change the Folder ID. - Click Save.
Delete a Folder
- Navigate to the folder you want to delete.
- In the More actions dropdown menu, select Delete folder.
Important: You will delete the folder and all of its groups. This action cannot be undone. - Click Delete.
Navigate to a Group
There are several ways to navigate to a group page.
Quick links
- Select My groups in the Quick links section of the left navigation to see only the groups that you have privileges to manage.
- In the Groups I manage tab, select a group.
Search
- Enter the group name or the group ID in the Search field at the top-right of the page.
- From the search results, select a group.
Browse folders
- In the Browse folders section of the left navigation, select a group.
Create a Group
Groups organize membership. Group names should be descriptive and indicative of the group function, membership, and/or how it’s being used within the application.
- Select My folders in the Quick links section of the left navigation.
- In the Folders I manage tab, select the folder where you want to create a group.
- In the More actions dropdown menu, select Create new group.
- Enter a Group name and Description following the Name a Folder or Group conventions.
Note: The Group ID is the unique identifier for the group and is automatically created based on the group name. It is recommended that you do not change the Group ID. - Click Save.
Delete a Group
- Navigate to the group you want to delete.
- In the More actions dropdown menu, select Delete group.
Important: You will delete the group and all of its members. This action cannot be undone. - Click Delete.