Select users or groups
The Select User or Select Users/Groups page displays when you click a Select
User link while creating, modifying, or searching for entities. For instance,
while creating a record category, you need to select a user for the Reviewer property.
Click the Select User link displayed with the Reviewer property and
select a user as the reviewer for the category. When searching, you need to select a
user if you want to use the Created by property.
When setting security for an entity, you can add a user or a group to the security profile.
To select a user or group
- After clicking a Select User link or the Add New button on a security page, check the
Select in field. If necessary, select the appropriate domain from the drop-down list.
- If applicable, select either the Users or the Groups radio
button.
- In the Starts with text box, enter the first few characters of the user or group name
and click Search.
NOTE If the number of matching names is greater than
the display default, not all matches are displayed. Enter more characters to narrow
down the list and click Search again.
- From the list of names displayed, select the appropriate name. To select more than
one name, use Ctrl-click or Shift-click.
- Click Accept or Apply.