Once you have added all of your users, you are ready to create groups.


To set up a group, select Groups in the sidebar menu. All organizations automatically have an administrator group and Group Leader group. Additional groups should be created for any user subset that your organization may have. (Ex: Various leadership teams, different geographic regions, etc.)


Once on the group page, click the Add New Group button and a window will pop up that allows you to enter a new group name and short description.



Once the new group has been created, click the Group Name name to see adjust the group's permissions and add members.