Custom team member groups allow you flexibility in how you manage your team members on the platform. You will have the option to:
Create a Custom Group
1. Begin by navigating to the Settings page
2. Proceed by clicking on Locations, and select your location from the drop-down list (if applicable)
3. Then click on the Groups tab (if you do not see this tab and you have subscribed to this feature please contact your CSM).
4. Proceed by clicking on the Create a group button.
5. Next you will name your group, then click Next
6. Add team members to your group, then click Save.
View, Edit or Delete Group(s)
1. On the Groups tab in the settings page, you have access to both view and edit existing groups.
2. Click on View to review the group details
3. To edit and/or delete your Group(s) you may either click on Edit on the Group Details panel, or directly from the groups page (this will allow you to both rename the group and adjust team member assignments to this group). To Delete a group click on the delete button.
4. You will be required to confirm that you do in fact want to delete the group (deleting a group will remove it from all parts of the platform, you will need to confirm that the group is no longer needed before deleting it).