Create a Group

  1. From your Dashboard, select the Manage Groups tab.

  2. Select Create Group.

  3. Enter a Group Name.
  4. Select Create Group.

  5. Choose the license(s) you want to select users from.
  6. Select Users to add to the Group.
    1. Use the tabs to switch between Groups, Users, and Staff.
    2. Previously created groups can be added to a new group.
    3. Staff members can be part of a group. For example,  the staff member is an additional manager on an assignment.
  7. Decide if you want this to be a shared group. If yes, select the share checkbox.
  8. Select Save.