How to Create and Manage Groups
Joel Smith avatar
Written by Joel Smith
Updated over a week ago

Setting up "Groups" of users, allows you to:

  1. Quickly provide access to a report for a group of people.

  2. Quickly invite groups of people to events.

For more information about why to use Groups and how they intersect with other demographic information, read more here.

To create or manage groups:

  1. In your Menu, click Manage - Directory

  2. Click the Actions button in the menu in the top right corner

  3. Select "Add Group"  to add a new group

   3. Type in the search bar to add members to the group, and click "Save."

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