Manage Groups

You can create groups and add users to them on the Groups page in Admin. Additionally, you can view a record of modifications to a group on the Change History tab when viewing the group's properties.

Add a Group

Required permissions: Admin > Groups > Create,

  1. Click the app selector icon of app selector and select Admin.
  2. Click Groups.

  3. Click New Group.

  4. Enter a descriptive Group Name.

  5. Click the Assigned Users tab.

  6. Click Add Users.

  7. Select the users you want to add to the group and click Confirm.

  8. Click Create.

Add Users to a Group

Required permissions: Admin > Groups > Edit, Admin > Employees > Edit

You can add users to multiple groups.

  1. Click the app selector icon of app selector and select Admin.
  2. Click Groups.
  3. Click the group you want to add users to.
  4. Click the Assigned Users tab and then click Add Users.

  5. In the Add Users window, select the checkbox next to the names of the users you want to add, or select the checkbox next to the Name column heading to add all users. The Selected counter shows how many users you have selected.

  6. Click Move. The selected users are added to the Selected list on the right side of the window. Click the X next to the user's name to remove them from the list.

  7. Click Confirm, then click Save.