Creating a group

  1. Go to Stakeholders in the main menu on the left

  2. Click Groups in the top menu

  3. Click the New Group button in the top right hand corner

  4. Enter a name for your group and click Add

  5. On your new group click View Users

  6. In the Add Users field Start typing the name of the contact you would like to add

  7. Then select the user from the list below, click Add

  8. Once you have added all the user to your group click the Close button

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