Creating and Managing Groups

Administrators may categorize users into groups to help with the communicative flow and ensure the right information reaches the appropriate group.

Create New Groups

  1. To create new groups, navigate to Platform Configuration >  Users >  Select the "+" at the top of the Groups column. 
  2. This prompts the following window for group customization:   
Option Description
Name Enter the name of the group. 
Notes Enter a brief description of the group. Use this to describe the purpose of the group in the text field. 
Interest Area Select the checkbox to set the group as an Interest Area. 
Image Select an image to be the cover art of the group. Choose any of the available images or upload any image from a computer.

3. Select the "Create" option to finalize the process.

Adding New Users to Groups

When creating a new user, administrators can add them to a group. See Create New Users for more information. 

Adding Existing Users to Groups

1.To add existing users to groups, navigate to Platform Configuration >  Users.

2. Click on the required group. It lists all the users that are part of this group.

3. Click "+" in the upper right of the column seen above. 

4.  Select Add existing users and the following interface will appear: Administrators may browse the list of users or use the search function at the top of the interface. 

5.  Select the "+" accompanying the user, finalize by selecting the "Add 'X' Users"


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