This guide will walk you through how to create a user group, add users to it, and remove users from it on the Team Settings page.

 

Create User Groups

 

Step 1: Access the Team Settings Page

  • Sign in to your administrator account.
  • Select Team Settings from the left-hand menu -> Users and Notifications

Step 3: Create a New User Group

  • Look for UserGroups section
  • Click on the New User Group button.
  • In the dialog box that appears, fill in the "Group Name", "Group Description" and "Timezone" fields.
  • Click on the "Save" button to finalize the creation of your new user group.

For further information on the Timezone field, refer to "Creating User Groups based on Time Zones"

 

 

 

Add Users to a User Group

 

Add new Users to a User Group

  • Select Team from the left-hand menu
  • Click on the "Add Users" button.
  • Add comma separated emails and choose the right User Group
  • All these users will be added to the chosen Group

 

Add existing Users to a User Group 

  • Choose users that need to be added to a User Group
  • Choose the right User Group from the Add to User Group dropdown
  • All the chosen Users will be instantly added to the User Group

 

 

Remove Users from a User Group

  • On the Team page, choose Users by using the checkbox next to individual user/s. 
  • Choose the UserGroup from the Remove from user group dropdown 
  • Users will be instantly be removed from the User Group.