Figure 373 4. On the Account Set screen, enter any Intro Text (Figure 374). Figure 374 5. Click into the Matching All AND/OR the Matching Any AND/OR the Excluding All field(s) (Figure 375) and select the User Tags to be included (or excluded) from the Account Set.
Figure 375 Matching All = INCLUDE Users who have UserTag1 AND UserTag2 Matching Any = INCLUDE Users who have UserTag1 OR UserTag2 Excluding All = EXCLUDE Users with UserTag1 AND UserTag2 6. Close out the Matching All, Matching Any or Excluding All dialog box and back on the Account Sets screen, click Save. After you save, you can view the Users who have been added to the set in the Accounts Included In Set section (Figure 376). Figure 376 7. In the Set Licenses section of the Account Set screen, click the Create New button (Figure 377). Figure 377 8. On the New License dialog box, select a Collection from the drop down list (Figure 378) and specify the terms of the License (duration, whether to include attachments, etc.) in the i