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Create and manage contact groups

Create and manage contact groups

In this article we show you how to create groups of contacts which can be used for announcements and document sharing
Shannon Griffin avatar
Written by Shannon Griffin. Updated over a week ago

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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