Follow

How can I create a new group?

Click Employees from the top navigation bar, then click on the Groups button in the top well. The Groups page allows you to view your current groups and who is managing them. When an account is first created, you start off with one default group: "Staff".

Click the Create Group button. Name the group. If you’re ready to assign employees, assign them from the dropdown menu. Otherwise, click [Create Group] to officially create the group.

A Group is required to have a manager. If you don’t want to specify this when creating a group, it will be automatically given to the Account Owner. Only Company Admins or the Account Owner can create, update, and delete groups.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk