Managing Groups

Managing Groups

A Group is a collection of Users that can be assigned to review a Form or receive an email from a Workflow. The Groups page displays your company's existing Groups and allows you to create new Groups or edit your existing Groups. If you wish to create multiple Groups at once, refer to the article on Groups Bulk Import. Navigate to Admin > Groups to access the Groups page.

Creating a New Group

1. Click the Create Group button.


2. Name your Group.

3. Select the Users for your Group.


4. Click the Create button to save your Group. You can click the Return to group list button if you wish to return to the Groups page without saving your Group.

Editing a Group

1. Click the Select an Action button for the Group you wish to edit.

2. Update the Name and Users for your Group as needed.

3. Click the Save button to save your changes.

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