How Do I Edit a Group?
- Stephanie McLean
- Lauren Pomerleau
Owned by Stephanie McLean
Instructions
Click "Groups" on the left-hand navigation.
Click the group you want to edit
Click “Edit group” on the top right
Make any necessary changes
Save your changes.
Note: Only ‘Admin' users are able to edit a group name. If you are a general user, you will need to contact your firm’s admin user to edit the group name.
Video Resource
https://www.loom.com/share/555250ccc27a4c93a4a19c09922a8b5f?sid=6e5f13ab-c323-43f4-8f23-0322eadb6ad7