How Do I Edit a Group?

Owned by Stephanie McLean
Last updated: Jul 12, 2023 by Lauren Pomerleau
1 min read

Instructions

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

  2. Click the group you want to edit

  3. Click “Edit group” on the top right

  4. Make any necessary changes

  5. 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

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