This guide provides step-by-step instructions on adding a new group to your organization. Groups play a crucial role in organizing users for the purpose of generating specific reports.
Create a Group
First, go to structure from the side menu and Click the '+Add Group' button to start creating a new group.
Then provide the following details for the new group:
Name (Required): Choose a name that is relevant to your organization and easily recognizable by other admins and roles utilizing the portal.
Add Users to this Group (Not Required): You can copy and paste multiple emails into a specific group. For more information on this functionality, refer to "Adding Users Directly to Groups." It's important to note that adding users is not mandatory during the initial setup and can be done at a later time.
When you are finished Click 'Add Group' button to save the newly created group.
By following these straightforward steps, you can efficiently add a group to your organization, ensuring a structured and organized user experience. Remember that contact information and user addition are optional steps, providing flexibility to accommodate the unique needs of your organization.
Click HERE if you would like to learn how to edit a Group.
Click HERE to learn the difference between Groups and Tags.