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

  1. 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.
  2. If applicable, select either the Users or the Groups radio button.
  3. 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.
  4. From the list of names displayed, select the appropriate name. To select more than one name, use Ctrl-click or Shift-click.
  5. Click Accept or Apply.