How to Create and Manage User Groups

Step-by-Step Instructions:

1. Access the Groups Dashboard Navigate to Admin > Users and click on the Groups tab (located next to the "Users" toggle) at the top left of the list.
2. Create a New Group Scroll to the bottom of the group list. Click the large blue + Add button. A pop-up window will appear. Enter the name of your new group in the field provided and confirm to save.
3. Edit an Existing Group Name If you need to rename a group (for example, to correct a typo or update a location name): Locate the group row you wish to change. Click the Pencil icon (Edit) located next to the group name. Update the name in the pop-up and save your changes.
4. Delete a Group Locate the group you wish to remove. Click the Trash can icon (Delete) next to the group name. Note: This action is safe to perform. It will only remove the "Group" tag from the users' profiles; it does not delete the user accounts themselves.
5. Monitor Group Statistics The dashboard columns provide a snapshot of your team structure. You can view the Total count of users in a group, or see a breakdown by role: Members: The number of standard members in this group. Managers: The number of managers assigned to this group. Admins: The number of admins associated with this group. Guests: The number of guests associated with this group.

Tips & Notes:

• Sorting Data: Click the small arrows next to any column header (e.g., Total or Group) to sort the list. This is useful for quickly identifying which groups are empty or which are your largest hubs.
• Zero Counts: It is perfectly fine to have a group with "0" users. You can create the group structure first and add users to it later.

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