How do I create a new Field Group Bundle?

To create a new Field Group Bundle you'll need to complete two steps.

1. Creating the bundle on the Field Group Bundle tab.

2. Connecting an Access Role to the Field Group Bundle.

To create a new Field Group Bundle on the Field Group Bundle Tab:

1. Go to Company > Settings > Field Group Bundles.

2. In the box at the bottom type in the new of your new Field Group Bundle and click Add Field Group Bundle.

3. Find your new Field Group Bundle and select Edit.

   • Your newest Field Group Bundles will be the last column on the right hand of the grid.

4. Select the checkboxes to enable the specified permissions within the grid, then click Save.

After you have created your Field Group Bundle, it needs to be assigned to an Access Role so that it can be utilized. To do this follow the steps below:

1. Go to Roles & Permissions > select Edit next to the access role you want the Field Group Bundle to align with.

2. Scroll down to Field Group Bundle section and locate your new bundle.

   • Your newest bundles will appear at the bottom.

3. Select the User Read, User Edit, or User Request tabs and select what permissions the bundle should follow.