Managing multiple users individually can be time-consuming and inefficient, especially when it comes to reporting and sharing files. This can lead to challenges in organising users and tracking their progress. Using groups simplifies user management, making it easier to generate reports and add files for multiple users at once.

For example:

You can create a group for new employees starting in June or separate groups for different teams, like "Team Marketing" or "Team Sales." This approach simplifies the processes, keeps things organised, and helps stakeholders communicate more effectively.

Start by going to 'User Management' in the left menu.
Select 'Manage Groups' button on the top right side to access the group management interface.

In the text field labeled Group Name, enter the name of your new group and click Create.

Your newly created group will now appear on the left side of the screen. If there is already a group created it will be on the bottom of the other group.

Click on 'Edit' in the top right corner of your new group. A pop-up window will appear where you can add the users to the new group.

In this page you can also rename the group and decide if you want to 'Allow new users to select this group upon invitation'.

In the pop-up menu, click on 'Files'. To upload a file, click on 'Add File', select the desired file, and click Open to upload it. Don’t forget to click Update to make the file available to users. You can also add a category to what the file is related to.

To add a file category, go to the category page, type in the 'add a category' text field, and press the 'add' button.

To delete a category, select the category you want to remove and swipe it to the left.

This helps colleagues like User Managers, Editors, and Admins better understand the purpose of the group.

Click on 'Description' in the pop-up menu to update the group's description. Then, type in the 'Your group description' text field.

Click on 'Followers' in the pop-up menu to add followers who will receive updates about the group.

Then, click 'Add Follower', enter their email address, add a description for reference, and select the frequency of updates: daily, weekly, or monthly.

If you have many groups, you can easily find a specific one by clicking on the 'Search groups' text field and typing the name of the group.

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