New companion groups can be created using the Companion Groups Directory as well as from the Companion Cases Tab in a Case Folder.
NOTE: You must have Add permissions to Directories > Companion Case Groups.
To add a group in the Companion Groups Directory,
Click the Settings icon in the left navigation pane, then click the Companion groups button in the Directory editors group.
On the left groups pane, click the + Add button. A blank row will be inserted to the top of the groups list.
Double-click the row to enter a unique Group name.
NOTE: At the time, the following special characters cannot be used when creating a new Companion Group:
% & * + / \ < > ? :
Click the Save button to save the new group.
