Create New Group

Create new groups and add members to those groups.

Create a new group

Follow these steps to create a new group:

  1. Navigate to the Groups page (Settings > Groups) and click Add. The Add group page opens.

  2. In the General section, provide the following details and click Next.

    • Name - (Required) Provide a name for your group.

    • Description - (Optional) Describe your group.

  3. In the Modules section, choose all the modules that your group members should have access to. Note that you must select at least one module. Click Next

  1. In the Users section, choose the individuals you want to add to the group. Note that all user accounts that exist within your account are displayed in this section. Click Next.

  1. In the Overview section, review the group details and click Add. The new group is created and the Summary section displays the details of the new group.

  2. Click View details to open the details page of the group. Otherwise, click Close to close the page.

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