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How to Create a Custom Group

Build a custom directory group to organize accounts and optionally apply a distinct policy set.

Note: By default a new group inherits policies from its parent. Turn off Inherit Policies if the group needs its own independent policy set.


STEP ONE

Go to Directory and select Groups.

Directory menu with Groups option


STEP TWO

Click Add, enter a Name for the group, optionally set Dates or add Members, then click Save.

Add Group form with a name entered


STEP THREE

The new group now appears in your Groups list and can be used to target policies or filters.

New group appears in the Groups list


STEP FOUR

To remove a group later, click the trash icon next to it in the Actions column.

Delete a group via the trash icon


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