Groups are an organizational tool that can search for users, define assignments, and segment content. In this guide you can learn how to navigate to Groups, creating new Groups, and guides on how to use Groups . 

Navigating to Groups

Adding a Group

Searching for Groups

Additional Guides on Groups

Navigating to Groups

  1. Using the Left-Hand Navigation, open Admin > Admin Utilties
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2. Then Core Fields

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Adding a Group

1. From the Groups tab under Core Fields, select Add Group

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2. Fill out all required Group information (Name, Description) along with any related fields such as Departments, Locations, etc. Click Save.

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Groups is an add-on feature. If you'd like access to Groups, please reach out to your Customer Success Manager. 
 

Searching for Groups

1. In Group view, locate the Search bar in the upper middle section of the page

2. Type the name of the Group you are looking for

3. The Groups will automatically filter out any names that are not related to your search terms, as shown below

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Additional guides on Groups

To get started with Groups, please find access to these additional resources:

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