Populate a Filter-based Group

Filter-based groups Allows you to automatically group accounts that meet a filter's criteria. allow you to automatically group Comprised of accounts with certain shared characteristics, such as role or location, but not necesarily employer. accounts Used to track and manage users. Accounts differ from your profile, which is used to modify personal settings for using the solution. that meet a filter's criteria. Filter-based groups have to be created before you can populate them. For more information, see Create a Group.

To populate a filter-based group

1. On the main menu, select  Groups. The Groups page opens.

2. Locate a group and click the row. The group details open on the right.

3. On the right, click Members. The Members page opens.

4. Do any of these actions.

   • Enter a term in the Search bar.

   • Click All Filters and apply one or more filters.

   • Use the Advanced Search option to create filters.

5. Click Save Filters.