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How do I create a new group in Campaign Management?

Permanently deleted user
  1. Expand the Users & Groups node from the navigation tree.
  2. Select the Groups option, which will display a summary list of groups.
  3. Click the “Add a new group” link, located at the top of the page.
  4. Fill in the fields provided and click the “Save/Update” link.
    • Manage Permission – Select Manage Campaigns. This will make the new group available to you to associate your users.
    • Organization – Click the pencil icon to select your organization.
  5. Click the Members tab at the top of the page.
  6. Select users from the Available Users box and click the blue arrow to move them to the Members box. This will associate users to this group. Note that this can be done later.
  7. Click the “Save/Update” link.
  8. Click the Permissions tab at the top of the page.
  9. Create a permissions matrix for this group.
  10. Click the “Save/Update” link.

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