In this tutorial you will learn how to create and manage a group.
There are multiple benefits when you decide to use groups. Using groups can be very useful for reporting, and adding a file to many users at once .
You can assign new employees that are starting in june 2017 to a group called “June 2017”.
You can assign users from different divisions to different groups. “Team Marketing” or “Sales”.
You can create reports on multiple users by selecting them one by one, but you can also select a group and create a report on the whole group at once.
It’s also possible to add files to a group. This is a lot easier than adding files to users one by one. Click here for a tutorial on how to add a file to a group.
*We recommend to use Google Chrome to ensure an optimal experience when using AppicalNow.
Step 1. Navigate to User Management in the menu.
Step 2. Click on 'Manage Groups'.
Step 3. Type the name of the group at the text field that says 'Group Name' and click on 'Create.'
Step 4. Your freshly created group will now appear on the left side.
Step 5. If you have many groups it's also possible to search for a specific group. Simply click on the textfield that says 'Search groups' and type the name of your group.
Step 6. If you click on 'Edit' in the top right corner of your new group, a window will pop up. At the first tab you can the name of the group and decide if you want to allow new users to select a group on invite.
Step 7. If you click on 'Files' in the menu at the top of the pop up, you are able to add a file to a group. To do this, simply click on 'Add File' and select the file that you want to upload. If found, select the file and click on 'Open' to upload it. The file will be available for users once you click on 'Update'.
Step 8. If you click on 'Description' in the menu at the top, you are able to change the description of the group. This will come in handy for other User Managers, Editors and Admins.
Step 9. If you click on 'Followers' in the menu at the top, you are able to assign followers to a group. This person will receive updates of the group. To add a follower, simply click on 'Add Follower' and enter the email address of the person that will follow the group. You can add a description too and choose the frequency of the updates about this group. You can choose between daily, weekly and monthly updates.
Congratulations! You now know how to create and manage a group!