User Group - Create, Edit

Creating and Updating a User Group

Only a Manager can create a User Group. To create a Group use follow the steps below:

1. Click on the ‘Users, Boards & Reporting’ link on the main navigation panel and then click on the ‘groups’ tab
   
   
   
   
2. Click on the ‘New Group’ button (top right)
    
3. Enter the group name, group description and tick the ‘check-box’ for each group member
    
4. Press ‘submit’
   
   

To edit an existing group (to add/remove users) follow the steps below:

1. Click on the ‘Users’ link on the main navigation panel and then click on the ‘groups’ tab
2. Click on the group name that you wish to change
3. Click on the ‘Edit Group’ button (top right)
4. Add or remove useers by using the check-boxes (to delete the group use the ‘Delete Group’ button)
5. Press ‘Submit’