Find a Group
Click Settings in the navigation panel.
Click the Groups tab to search, create, manage, or delete a group. To search for a group, enter the group’s name in the Search bar, then press Enter on your keyboard.
Create a Group
To create a group, click Create Group. Enter the name of the group in the text box and click Create Group.
The group appears in the list on the Groups screen. Find the new group, then click the three dots icon. A drop-down list opens showing options to review group members and group details.
Search or Add Members
Click Members. The [Group] screen opens. Search for a member by entering their name or email in the search bar, then press Enter on your keyboard.
To add a member, click Add Member. The Add a user to this group pop-up window opens. Select the user’s name from the drop-down User list.
Note: This list contains the names of all users in the system. If the person you are searching for does not appear in the list, they are not in the system. See Invite Users to the Platform. <link TBD>
Select the status the new member should have (Member or Admin) from the drop-down list. Click Add. The new member’s name appears in the member list.
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Delete a Member
From the group's page, click the three dot icon, then click Remove.
Rename or Delete a Group
Click the three dots icon. Select Details from the drop-down list.
To rename the group, enter a new name in the Group Name text box, then click Update.
To delete the group, Click Permanently delete group, then click Update. The group will no longer appear in the list of groups.
