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Groups

Groups, available under the Setup menu, can be created and managed by level 10 users.

To create a new group:

  1. Navigate to Setup > Groups.
  2. Select the + button in the top right corner of the screen.
  3. Define a name for the group. This can't be changed, once saved.
  4. Add members by selecting them from the list of available users. A green checkmark means they're part of the group.
    • Selecting a user already in the group removes them from it.
  5. Click Save when done.

To modify the membership of an existing group, open it by tapping the group name. Add or remove users from a group by selecting them.

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