How do I create, edit and manage a group?
Navigate to your Group Directory by following these steps:
- Select Directory from the top tool bar, then Groups
- To add a group, click the "New Group" button and fill out the appropriate information
- To edit a group, click the eyeball icon next to the name of the group
- To delete a group, select a group and click Delete via the trashcan icon
How do I add/remove contacts from a group?
To manage the members of your group, follow these steps:
- Navigate to your Group Directory
- Click to view the profile of the group you'd like to add contacts to
- To add members, select the blue cogwheel button, then Add Members
- Members can be added to a group three ways: add members who are not already in your database, search and add members already in your database, create an Invite Link
- To remove members, click the Members tab of the Group Profile and select the contacts to be removed via the trashcan icon