Beginner
1 min read
8/24/2025
Manage Groups
Create a new group by setting its details, then assign locations and members for easier management.
1. Open Groups
Click on the Account Setup tab in the left menu, then select Groups.
Next, click + New Group in the top-right corner to open the popup window.
2. Enter Group Details
Provide the following information to create a new group:
- Color
- Group Label
- Group Description
3. Add Locations and Members
After creating the group, youâll be prompted to:
- Assign locations to the group
- Add group members
4. Finalize the Group
Once youâve selected the locations, click Add.
Your new group will be created and saved.
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