To create a new ‘Group’ click the ‘Create New Group’ button to the right of the groups search bar.
You will see the group creation form. Where you can define a ‘Group Name’, ‘Brands and Markets’, ‘Pages and UI’ and ‘Actions’.
‘Group Name’ should be a descriptive name of the group and roles within
The ‘Groups Roles’ search drop-down will give you the option to choose multiple roles to add to the group
‘Users in Group’ allows you to search for Content Planner users you wish to assign to the group, therefore enabling the roles (remember roles define view and action permissions) for the users assigned.
Once you have added the details you require for your group, click save and you will see the group in its read only state.
Editing Existing Groups
To edit an existing group simply locate the group by searching or navigating to one in the group results list and click view. You will be taken to the group record in read-only state. To edit, click the edit icon button at the top or the blue ‘Edit’ button at the bottom right. This will switch the group record to edit mode where you make changes and save.
