How to Create and Update a Group

To create a group, hover over the profile icon and select Groups.

Select Add New Group. Name the group in any naming convention that makes sense for its purpose.

In the Users tab, select Add users. Add any users here who should be able to see specific catalogs that you have selected for a group. Select Save.

Select the Permissions tab. Check the test catalog and any other catalogs the designer should see, for example, EstatePlanning, and Save.

If you are looking for changes on your screen, for example, if you have updated yourself, you may need to refresh the page to view any changes.

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