How to Create a New User Group

Training Updated by Training

This article will show how to create a new user group.

Groups are useful when wanting to send Tasks or discussions to more than one person.

  1. Navigate to Settings > Users > User Groups.

Any groups already configured in your system will be displayed.

  1. Select Create.
  2. Enter a Description.
  3. Select Manage Members.
  4. Use the User Search to identify and populate the group as required.
  5. Select Confirm.
  6. Select Create.
New group memberships require users to log out and back in to refresh their Tasks list.

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