You can add a new group to the organization directly from the Organization Management screen or the Group screen.

Either option will display the Add a Group screen. You can choose a group category, enter the group name, and add people to the group.

Add a Group from Organization Management.

From the Organization Management Screen:

  • Step 1. Click the New Group option.

New Group option from the Organization Management Screen.

From the People Screen:

  • Step 1. Click the New Group option.

New Group option from the Group Screen.

  • Step 2. From the Group Category select the category the group will be added to.
  • Step 3. Enter the Group Name.

If you aren’t adding any people to the group, skip to Step 6:

  • Step 4. Click the Add People to the Group option to display the Add Users panel.
  • Step 5. Select all users you want to add to the group, and click the Add option.
  • Step 6. Click the Save option to complete the process and create a new group with added users.
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