Groups are used to simplify the assignment of permissions by providing or grouping of users in similar roles. Also groups can be used as a target in the Notification table. There are 2 types of groups; those that are specific to a proposal (Proposal Groups), and those that are common across all proposals within the zone (Default Groups). Permissions and Notification targets can only be assigned to Proposal Groups. Default Groups are only used to facilitate the creation of Proposal Groups. Proposal Groups can be created manually or copied from a list of Default Groups.

To manually create a Proposal Group, select the Proposal Group button and then type the group name in the text box and click Add Group. To create a Default Group, select the Default Group button and then type the group name in the text box and click Add Group. Only Super Admin can edit Default Groups. To create a new Proposal Group by copying a Default Group, select the Copy Default Group button, select the Default Group from the window, and then click on the Copy Group button. Can copy multiple default groups at same time. Use the Ctrl key for multiple individual selection of groups. Use the Control - A to select all groups. Use Ctrl C convention to copy any list of users or groups to clipboard for use in another application.

To rename a proposal or default group, select the group, click on rename button or right click and select rename from menu, enter new name in text box, and then click on OK.

To delete a group, click on the group then Delete. Click on a group then double click on a user name or click Add User to add to a group. Users can be listed by username or user's full name. Click on a group, then the user, then Delete to delete a user. Use the Shift key for continuous selection of users. Use the Control key for multiple individual selection of users. Use the Control - A key to select all users. When the users panel is selected and hit a letter key, the list will scroll to the user name beginning with that letter.