Creating a User Group

You can create a new user group in the Administration pane of HotDocs Advance.

You must have a Site Administrator role to create a new user group.

To create a user group

In the Administration pane, click Manage user groups
In the upper-right corner of the screen, click Create new user group.
Enter the following user group details:

Name (required) – the user group's name.
Description (optional) – a description of the user group.
Members (optional) – the members of the user group. You can search for a member or select from the list.

Click Create.

The new group appears in the User groups list.