Adding Groups

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You can create groups of users with similar characteristics, for example, same department. When you click Manage Groups on the Admin page, the Manage Groups page is displayed, as shown in Figure 1.

 

Admin_manage_groups

Figure 1 The Manage Groups Page

1.Click Add New Group.

The Add Group page is displayed, as shown in Figure 2.

 

Admin_add_group

Figure 2 The Add Group Page

2.Enter a name for the group and select the Enabled option to make the group available.

You can add users from the Company (Employees) or Accounts modules. Users available in these modules are grouped under departments and account type, as shown in Figure 3.

 

Admin_add_group_department

Figure 3 Selecting Users for the Group

3.Click the names in the Select a Contact box to add users to the group.
4.Click Save.

The added group is displayed on the Manage Groups page, as shown in Figure 4.

 

added_group

Figure 4 Viewing the Group on the Manage Group Page

You can perform the following actions on the groups:

View Details
Modify
Delete