Table of Contents
Discover the power of Groups, a versatile tool designed to streamline your user management process and enhance organizational efficiency.
With Groups, you can easily organize and manage user visibility, customize notifications, and tailor settings or alerts based on various criteria such as business hours, organizational members, or departmental affiliations.
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Video Walkthrough |
How to Add, Edit, Assign, and Delete Groups
Group Setup
- Log in to your Customer Portal and select ‘Setup’ from the top toolbar.
- On the left menu bar select 'Group Setup.'
- Once you are on the Group Setup page click the orange button that says ‘ADD NEW GROUP +’ in the top right corner.
- Enter the name of your new Group and select ‘SAVE.’
- Your Group has been added! You can continue to add Groups using the orange ‘ADD NEW GROUP +’ button.
- Once you have multiple Groups, you can expand all / collapse all and filter by criteria.
