Groups

Groups are subsets of members in your organization. Create groups of members that you can view the workload by groups, share the dashboard with or assign work.

Only the organization admin can create or manage member group

Create Member Groups

To create member groups:

1. Click the + Group on the Groups Management page.

2. Name the group.

3. Click + Add Group Members button and use the search bar to find members you want to add to the group.

4. Click Save to complet the content of your group creation.

Add Members to Group

1. Select the group to which you want to add members

2. Click the + Members button on the head of the list.

3. Use the search bar to find the members you want to add to the group and click Save.

A member can be added to multiple groups.

Remove Members from Group

1. Click the Groups Management.

2. Select the group from which you want to remove members.

3. Find the member and hover over the Action column.

4. Click on the Remove icon.

Rename Group

1. Click the Groups Management.

2. Hover over the group that you want to rename.

3. Click the icon to rename the group.

Delete Group

1. Click the Groups Management.

2. Hover over the group that you want to delete.

3. Click on the icon.