By following these instructions, you will be able to create groups that can be used to publish specific documents and send out electronic notifications to isolated groups.
Groups are a powerful tool for organizing and managing content within your community.
Follow these steps to create a Group:
Step 1: Hover your mouse over the three-building icon or COMMUNITY, then select "GROUPS."
Step 2: Look for the "ADD NEW GROUP" button in the top right corner of the screen and click on it.
Step 3: The next screen will present three required fields that need to be completed (shown below):
GROUP NAME: Enter the name of your group.
GROUP DESCRIPTION: Enter a description of the group. If you don't have one, simply input the Group Name, as you did above.
GROUP STATUS: Selecting group status will open a menu of options. The most commonly used is HIDDEN, as it will not be visible to anyone except account administrators (shown below).
Step 4: Scroll down and select "Next Step."
Step 5: On the next screen, you can begin adding owners to your group. Start by searching for their names in the "Search by User Name" field box on the left-hand side.
Step 6: For each user you wish to add, click on the circled plus icon next to their name.
Step 7: You will see the names being added to the right-hand side. Continue adding all the users you wish to include in this group.
Step 8: Scroll down and select "Next Step" in the bottom right corner of this screen.
Step 9: The next screen provides a summary of all the options you've selected. To complete the creation of this group, click on "PUBLISH GROUP."
Step 10: Success! You've successfully created your group!
If you have any problems or need additional assistance, don't hesitate to reach out to our dedicated support team at [email protected]
