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

https://www.loom.com/share/8b2b2088bddb4b56b79a6df86bbd928d?sid=19cdf5e8-1a13-4829-b06b-d123abb737d4

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