How to Create a Group

  1. Select Groups from the left side menu.
  2. Select Create New Group.
  3. Enter a name for the group and add members with either group admin or member permissions and select Create. 
  4. An email will be sent users who have been added to the group.

Tech Tip: Any account User can create a group and add members, acting as a Group Owner. 

How to Edit a Group

  1. Select Groups from the left side menu. 
  2. Select the pencil icon to the right of the group you to Update.
  3. Add, delete or change Group Roles of members and select update. 

Tech Tip: Groups can be deleted from the Groups page by selecting the trash can icon to the right of the group name. Administrators can delete any Groups in the account. Users can only delete Groups they have created and are the owner of.