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.