Groups allow for custom categorization of users. Once users and groups are set up, the process to distribute assigned tasks to the groups and their users is as simple as choosing your materials and the groups you want them to go to. 


To learn more please review the Assigning Tasks to Groups solution.


Adding a Group

  1. Select "User Groups" from the "Users" drop-down menu on the left-hand side of the screen. 
  2. Select "Add New User Group" in the blue bar at the top of the screen.
  3. Enter a name for the group.
  4. Select "Create" when complete; your Group will be saved.


Editing a Group Name

  1. Select "User Groups" from the "Users" drop-down menu on the left-hand side of the screen. 
  2. Select the group you'd like to edit.
  3. Select "Edit User Group Name" from the blue bar at the top of the screen.
  4. Edit the group name as needed.
  5. Select "Update" when complete; your Group name will be saved.


Deleting a Group

  1. Select "User Groups" from the "Users" drop-down menu on the left-hand side of the screen. 
  2. Select the group you'd like to delete.
  3. Select "Delete" from the from the blue bar at the top of the screen.
  4. The pop-up will display the number of users who will be removed from the group and assignments that will be closed.  
  5. Confirm the deletion of the group.

  • Note: Deleting a group does not delete any users.
  • Note: Deleting a group removes only tasks assigned to that group.