Getting Started: Groups Main Screen

Only Admins have permission to perform this task.

Groups allow you to place users into groups based on their job, their specialty, and/or their location. You can place workflows into these groups that only the users in these groups will have access to. This helps reduce the number of workflows they will have to choose from. 

The Groups main screen allows you to easily create, edit, delete, and navigate groups. You will find this area under the Admins tab. 

Create a new group 

You may create a new group by selecting the + Add Group button in the top right-hand corner. 
 

Review this article to learn more:

• How do I add or edit a group?

Edit a group

To the right of the group you are editing, under Actions, there is an edit icon.

Select the icon.

You will be taken into the group where you can edit. Select Update when done and your changes will be live. 

Review this article to learn more:

• How do I add or edit a group?

Delete a group

To the right of the group you are deleting, under Actions, there is a delete icon.

Select the icon. 

A message will pop-up informing you that once deleted you can not bring the group back unless you recreate it. 

Note:  You must remove all workflows and users from the group before you can delete it. 

Search for an Existing Group

Easily search and find existing groups by searching by it's name or description with the search box in the top left-hand corner.

 

Navigate Pages

Once you have more than 10 groups they will move to the next page. To move from page to page use the arrows in the bottom or top right-hand corner.