Users with admin permissions can access and edit the information in the groups panel, to create teams of users within the platform that can be used in other areas to simplify the selection of multiple users.

All group settings can be found by access the admin panel via the settings button on the top right of any page.

If you don’t see this settings button you don’t have admin permissions. Please contact an admin for support!

From the admin menu simply select groups to access the groups page.

The main group page shows a table of all existing groups. To add a new group please click on the Add Group button highlighted below to launch the modal.

Name - Provide a short name for the group.

Description - Provide a more detailed description of the group.

Group Owner - Select a group owner from the drop down (you are the owner by default).

Group Manager - Select a group manager from the drop down.

Input initial group information and then you can add users to the group once it has been created.

Once created, select the group from the table and click on the Edit Members input to add users to the group to launch the Add Users modal.

Use the search box to search for specific users if required. Once found select each user you wish to add to the group by checking the box next to their name.

Click Submit to close the modal and then Save Changes to save the selected members to the group.

Don’t forget to save changes before exiting the page otherwise all changes will be lost!