How to Create New Groups

Go to the Permissions tab.
From the left menu, locate the plus (+) icon next to the word Groups, and click on it.



A pop-up window will appear, prompting you to enter the desired name for the new group.
Once you have entered the name, click the Add button.



By following these steps, you can easily create new groups to organize and manage permissions effectively.

How to Add Members to a Group

Go to the Permissions tab.
Click on the blue Add member button.



A pop-up window will appear. Enter the email address of the member and select the group you'd like to add the member to.
Optionally, you can write a message that you would like the invitee to receive along with the invitation.
Click Submit.



Tip: Once someone is added to a group, they will automatically receive a notification via email.

Note: Please be aware that permissions cannot be copied from one group to another. However, you can create a new group and copy over the permissions of a current group to this new group by clicking the 3 dots next to the group and selecting Copy. This will save time by copying over all permissions currently set so an admin only needs to add members to this new group.

To Copy a Group and It's Permissions:

If you need any further assistance or have additional questions, please feel free to reach out to our support team.

Relevant Articles:

How do I set permissions?
How do I set due dates and assign users to requests?
How do I create a deal or a new room?

Updated on: 19/05/2023