Add a group

Administrators, learn how to create a group and add users to it

Updated over a week ago

Add a group

Administrators can add groups.

Groups allow you to bring users together for board and committee meetings. It allows members of the group to discuss and access information relevant only to them and restricts access to anyone outside of the group. When creating meetings, you select a group instead of individual users.

  1. Go to Directory and select Add group.

  2. In the Group name box, enter a name for this group.

  3. On the Users list, select the users you want to add to the group. Once selected, they appear on the Group members list. Use search to locate specific names.

  4. At least one user must be assigned as secretary. On the Group members list, point to the user name and select Make secretary.

  5. To remove users from the group, point to the user name and select the left arrow. They will move from the Group members list to the Users list. You can add them again.

  6. When you've added all the users to the group, select Create group.

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