How to create a Group?

How to create a Group

Go to Manage>Communications>Groups>New Group.

1. First assign a Group Name
2. There are multiple ways to assign users to a group.  You can add users to groups using any of the combinations below.
• Manually search for a user by typing at least 3 characters into the search field.  You can add multiple users using this method.
• Upload a list of users using the file selector.  Please note you must use the file that’s given on screen.
• By selecting a resource type.  First select the type of resource (example: Programs).  Then select the corresponding programs.  This will import all of the users associated with that resource.
3. Once you have made your selections and/or have completed selecting your users, be sure to click the Save button at the bottom of the screen. The system will now display your successfully created unpublished group.  This screen will give you the option to edit, clone or publish your group.  You also have the ability to search for a specific user, view users and remove users.