Create Group Types and Groups

Want to see examples and best practices for group types and groups? Learn more here.

Access the Group Manager

1. Open the left navigation and click Administration > People > Groups.

2. Upon accessing the Groups tab, you will see the Group Manager.

If you can have permission to "Edit All Groups", then all group types and groups that your organization has created will be found here. Don't see anything? Click here to learn how to add groups and group types.

If you have permission to "Edit Subordinate Groups", then all group types and any groups that you are listed as a manager of will be found here.

After Accessing the Group Manager you can:

• Create a group type
• Edit or delete a group type
• Create a group
• Edit or delete a group

Create a Group Type

1. Click + Create New Type in the group manager.

2. Type in a name for your new group type.

3. Click the Save button.

Create a Group

Note: A user can only be a member of one Group per Group Type. Ex. A user cannot be a member of both the Nashville and Boston location groups.

1. Select the appropriate Group Type on the left side of the group manager.

2. Click + Add New {Group Type Name}.

3. Type your new group's name.

4. Click the Save button.