This lesson will show you how to create groups in AgileCase and explain how they are used within the system.
Access the "Groups" page
To manage your groups, click the "Groups" button on the settings menu.
This will take you to the groups page where you can create and edit groups.
Add a new group
To create a new group, click the "Add Group" button. Groups are key to the relationships between the different elements of AgileCase.
Groups are used in tandem with custom case types, which you can read about here.
Pairing a group with a custom case type means that the case type will only be accessible to users within the selected group. This means that you can easily split up your system so that each user has easy access to the case types that are relevant to their role.
Name your group
Once you have created a new group you will be prompted to enter a name for it.
Add users
After naming a group, you can begin to add users to it. To add your first user, click the "Add User" button.
Select a user
After clicking "Add User" you can choose one of your system users from the dropdown menu. After selecting a user, click "Add User" to add them to the group.
Complete your group
You can add as many users as you need in the same manner, by clicking "Add User" then selecting the users you wish to add to the group.
Using groups within your system
Now you have created a group you can start to use it to manage your system in conjunction with custom case types and practice areas.