/
How Do I Add a Group?

How Do I Add a Group?

Owned by Stephanie McLean
Last updated: Aug 13, 2023
1 min read

Instructions

  1. Click "Groups" on the left-hand navigation.

  2. Click the "+ Add Group" button.

  3. Complete the required fields.

  4. Save your changes.

Note: Only ‘Admin' users are able to add a group. If you are a general user, you will need to contact your firm’s admin user to create the group.

 

Video Resource

How Do I Add a Group?

 Related Resources

 

Related pages

How Do I Deactivate a Group?
How Do I Deactivate a Group?
Support
Read with this
How Do I Add an Entity?
How Do I Add an Entity?
Support
Read with this
How Do I Add a Contact?
How Do I Add a Contact?
Support
Read with this
How Do I Create a Recommendation?
How Do I Create a Recommendation?
Support
Read with this
How Do I Edit an Entity?
How Do I Edit an Entity?
Support
Read with this
Dashboard
Dashboard
Support
Read with this