1. Click the control that matches the type of group:For personal groups, go to your personal settings and click My Personal Information or Personal—whichever one appears. Then click My Groups. The Personal Groups related list is also available on the userdetail page.For public groups, from Setup, enter Public Groups in the Quick Find box, then select Public Groups.
2. For personal groups, go to your personal settings and click My Personal Information or Personal—whichever one appears. Then click My Groups. The Personal Groups related list is also available on the userdetail page.
3. For public groups, from Setup, enter Public Groups in the Quick Find box, then select Public Groups.
4. Click New, or click Edit next to the group you want to edit.
5. Enter the following:FieldDescriptionLabelThe name used to refer to the group in any user interfacepages.Group Name (public groups only)The unique name used by the API and managed packages.Grant Access Using Hierarchies (public groupsonly)Select Grant Access Using Hierarchiesto allow automatic access to records using your role hierarchies.When selected, any records shared with users in this group are alsoshared with users higher in the hierarchy. DeselectGrant Access Using Hierarchies ifyou’re creating a public group with All Internal Users asmembers, which optimizes performance for sharing records withgroups.Note If Grant Access UsingHierarchies is deselected, users that are higher inthe role hierarchy don’t receive automatic access. However,some users—such as those with the “View All”and “Modify All” object permissions and the“View All Data” and “Modify All Data”system permissions—can still access records theydon’t own.SearchFrom the Search drop-down list,select the type of member to add.If you don’t see the member you want to add,enter keywords in the search box and click Find.Note Foraccount owners to see child records owned by high-volume portalusers, they must be members of any portal share groups with accessto the portal users' data.Selected MembersSelect members from the Available Members box, andclick Add to add them to the group.Selected Delegated GroupsIn this list, specify any delegated administration groups whosemembers can add or remove members from this public group. Selectgroups from the Available Delegated Groups box, and then clickAdd. This list appears only in publicgroups.
6. Click Save.