This option appears if you have the appropriate permissions.
On this page, you define the hierarchy of groups that will be access the system. Then, when users are added to the system, you specify the group that each user belongs to. After that, the records that the user has access to are governed by their Group Membership.
To manage groups:
- Go to the Gear Menu
- Click Account Management
- Click the Groups tab.
Click on New Group button to add a new group. Provide unique ID, Name of the group and Parent Group to which this group belongs. Ex: Head Quarters is top of all the groups which has North, West, East, South regions. Each region has states associated with it. So Head Quarter is parent group to North, South, East, West regions. South region is Parent group to southern states.
or select a group and use the option under the group's gear icon to edit or remove the group.
When adding multiple groups, they can be mass imported using Importing Groups
Once Group mapping has been established, in future groups can also be imported using REST API Import Groups (Business Units)