How to set up a group

1.  Click “Settings” at the top right of the screen

2.  Click “Groups” on the left of the screen 

3.  Click “Add Group”

4.  Type the group category into the “Group Category” box. 

5.  Type the different options into their relevant boxes. In this example, we will create a group for a staff member’s region - Auckland, Christchurch or Wellington. 


 How to assign people to a group

1.  Click “Users”

2.  Click on a user 

3.  Choose the user’s group option from the drop-down


Read more about setting up groups.