To add a new Marketier group:

1. From Marketier Groups (Administration > Marketier Groups), click Add Group.
2. The Add/Edit Marketier Group screen appears.

3. Enter a Group Name and Description.

4. Add Members to this group in the “Group Members” section of the page as follows:
   1. Click on the “Users” or “Groups” tab to add either users or other groups to this new group.
   2. Click on a user or group name in the appropriate list and click the right-facing arrow to add to the “Selected Users/Groups” list.
   3. Optionally, to remove a user or group from the “Selected Users/Groups” list, click on a user or group name in the “Selected Users/Groups” list and click the left-facing arrow.

5. Click the “Add Group” button at the bottom of the page.
   
6. The new group appears in Marketier Groups.

To modify a Marketier group:

1. From Marketier Groups (Administration > Marketier Groups), highlight the group you want to edit and select Edit Group.
2. The Add/Edit Marketier Group screen appears.

3. Edit the group Name and Description.

4. Add or Remove members to this group in the “Group Members” section of the page as follows:
   1. Click on the “Users” or “Groups” tab to add either users or other groups to this new group.
   2. Click on a user or group name in the appropriate list and click the right-facing arrow to add to the “Selected Users/Groups” list.
   3. Optionally, to remove a user or group from the “Selected Users/Groups” list, click on a user or group name in the “Selected Users/Groups” list and click the left-facing arrow.

5. Click Save.
   
6. The group appears in Marketier Groups.

Deleting a group removes it entirely from Marketier, while deactivating a group leaves the group in Marketier, but suspends the permissions allocated to members of that group.

Deactivating a group means its members can longer use the permissions or workflows assigned to that group.

If a group is involved in any step in the workflow, you must reassign the workflow responsibilities and permissions to a Content Administrator prior to deleting the group.

To deactivate or delete a Marketier group:

1. From Marketier Groups (Administration > Marketier Groups), highlight the group you want to edit and select Delete Group or Deactivate Group as desired.
2. A deleted group will be deleted. Any group permissions allocated to the members are no longer valid.
3. A deactivated Group will no longer display in the Marketier Groups list unless you choose All or Deactivated from the Group Status drop-down. Any permissions allocated to the members of a Deactivated group by their membership in this group are suspended. Make sure you have reallocated workflow responsibilities.

To reactivate a group:

1. Right-click on the name of a group and select Activate Group.

Marketier permissions specify what content in the Data libraries – Files, Images, Content Items - a Marketier group has access to and what level of access members of that group have to that content. Access levels include:

Permission Access Level	Description
Viewer	Users can view and use data only, but cannot edit, delete or move it.
Manager	Users can view, edit, delete or move this data.
None	Users have no access to this data.

You can view permissions to see what data a Marketier group has access to, or by target type, to see what groups have access to any given piece of data stored in each of the Data library directories.

To View or Edit Permissions for a Marketier Group:

1. Select the group, right-click and choose View/Edit Permissions.
2. The Permissions screen will default to display the File Library. You can switch to assign permissions for the Content Items or Files by selecting from the Select Target drop-down menu on the upper left of the screen.

3. Check the box next to the type of permissions you want your group to have on each library folder.
4. You can automatically propagate the selected permissions to all levels below a menu node by checking that box. Otherwise you can chose individual nodes by clicking the arrow next to the node to reveal the menu items underneath it.
5. Repeat for each Library.
6. When you are finished editing permissions, click Save.
7. You will receive a confirmation notice that your changes were successful.