Create New Group

The Create New Group screen guides you through the process of creating a new group and assigning users to it.

Click the Create New Group option from the Action Bar, from the Groups tab.

Create Group

Enter the name for your new group in the Group Name field and click the Create button to proceed to the next step.

Add Users to Group

Once your group has been created, click on the Add Users to Group button. A list of users within your account will display. Use this screen to filter the list to a smaller subset that is more manageable. You may filter, sort, and re-categorize the user list. Select the check box(es) next to the users you want to assign to the group.

Click Next to proceed to the next step.

Assign Groups

Select the group for each of the users you want to assign. You may assign these individually on each user's row or select the column header to assign the same group to all of the users listed.

You may change the data you want to display for the user column (far left) to list the user(s) by user name, email address or full name. Hovering over the a user's information displays a pop-up with all of their details.

Click Done to assign the users to the designated group.

The users have now been assigned to the selected group

Click Home to return to the Checkpoint User Administration Home screen.