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Manage Users and Data Access
View Group Lists

View Group Lists

View and edit information about a group and its members.

Required Editions

Available in: Salesforce Classic
Available in: Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions
User Permissions Needed
To edit a public group: Manage Users
  1. Click the control that matches the type of group.
    • For personal groups, in your personal settings, click Personal, and then click My Groups.
    • For public groups, from Setup, in the Quick Find box, enter Public Groups, and then select Public Groups.
  2. To display the group’s detail page, click the name of a group in the Groups related list.
    • To edit the group membership, click Edit.
    • To delete the group, click Delete.
    • To view active group members, see the Group Members related list.
    • To view all group members and users who have equivalent access because they’re higher in the role or territory hierarchy, click View All Users. From the All Users in Group related list you can view detailed user information, edit user information, and access-related information.

You can also view the public groups that a user is a member of. From Setup, in the Quick Find box, enter Users, then select Users and select the user. In the Public Group Membership related list, you can:

  • Create a public group by clicking New Group.
  • Click a public group name to view its details.
 
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