04 Adding & Managing Groups

04 Creating and Managing Groups
You can group existing users together to make sending assignments much easier.

Creating a new group

Creating and Managing Groups 1

1. Once you are signed into the Business Admin, navigate to the Groups tab located within the My Company section.

2. Locate the orange "+Group" button at the top right of your screen and select it.

Creating and Managing Groups B2_v2

3. A pop-up window will appear where you will enter the new group name. You can also select a shift assignment if necessary (usually if you have multiple groups of the same name)

4. Once all required information is entered, select the orange "Save Group" button at the bottom of the pop-up window.

Managing groups using the action bar

Once you have created a new group, you will then be able to see them listed in the Groups tab. You will also see the actions bar where you can add users to the group, edit info of the group, or delete the group.

Creating and Managing Groups 4

Add Users. Search and select which users you want to add to your group.
Edit Group. Use this action to change the group name or shift assignment.
Delete Group. Use this action to delete a group from the system. (Note: this does not delete the individual user profiles who were in the group)

To delete users from a group:

1. You can remove one or more users from an active group. To do this, while in the group tab, locate the group you want to delete the user(s) from and select the group name to display all the users in the group.

2. Once you find the user(s) you'd like to remove, check the empty box next to their name(s).

3. Navigate to the top right of the screen and slect "Delete selected users."