Add a User Group

For an explanation of what a Group is, please see the Helps article called User Group Overview.

Here we want to jump straight to showing you how to add a Group. (Keep in mind that some users won't have permissions to add Groups.)

It's super easy. 

Getting Started

  1. Navigate to the Users app and click on the gear icon to get to the Settings panel.

  2. In the Settings panel, click on Group Settings.

Creating the Group

  1. In the Settings panel, you'll see a list of the groups that have been created. To create a new group, click on the plus sign.

  2. Now you can name and describe your new group. Remember to click DONE to save the group. 

  3. You will also need to click SAVE & CLOSE in the SETTINGS panel. And that's it. You're done.

To Check That the Group Has Been Added

To see the group you've just created, either:

  1. Repeat Steps #1 and #2 in Getting Started. In the Settings panel, look at the list of Groups. Or:
  2. Go back to the Users drop-down and click on the arrow beside Groups. Then click on "CLICK TO ADD."

  3. Type in the name of the Group you created in the Search field. You should see the name of your group.