Add a Group

Effectively manage a large number of Optimize users with the same permissions by assigning them to groups.

  1. Click Administration.
  2. Select the Optimize account you want to change and click Edit.
  3. Click Next to view the Manage Users and Groups windows.
  4. Click New and select Group as the record type.
  5. Enter a group name.
  6. Click Memberships and assign the users who should be members of this group.
    1. Under Available Users, select an account from the drop-down list.
    2. From the list of users that appears, select a user name and drag it to the Memberships list.
    assign listed member to the group
  7. Click Role Sets and select the role sets or Optimize features to which this group should have access. assign role sets to the group
  8. Click OK.
  9. From the Edit Account window, click Finish.