Admins, Setup Groups

Setting up groups allows administrators to group individuals together to give/remove certain permissions.

To setup a group:

1. To setup a Group, click Action
   
2. Select Setup Groups
   
3. Click Add Group
   
4. Complete the Add New Group section
   
   • Enter a Group Name - this is the name of the group or role
   • Select the Center or business level from the drop-down
5. Click Save
6. Click the Edit icon to the left of the group name to add users to the lists
   
7. Click the + icon to add users to the group
   
8. If the person is already a member, the + icon will turn to a - icon
   

Please Note: To setup roles for the group added above click here. On the Setup Roles screen, select the name of the group created