Managing Groups

Viewing Groups

To view all of the groups you have created, select the group tab on the left. A list of all the groups created will appear.

Modifying Groups

To modify a group, select the group, and the group settings window will open. From here, you can change the group’s name, its topics, you can configure the services and you can view and edit members attached to that group.

To change the group name:

Step 1 Click on the group name

Step 2 Replace the existing group name with the updated one

Step 3 Click ‘update’

Viewing and editing members in groups

Adding members to groups:

Step 1 Select the group intended from the list of groups in the organisation

Step 2 Select the ‘Add Member’ button in the top right of the members list

Step 3 Choose which member you wish to add to the group by either finding their name in the list, or by searching for it using the search bar and select OK

Step 4 Select update and the member will be added to the team

Removing members from groups:

Step 1 Select the group intended from the list of groups in the organisation

Step 2 Click the bin icon next to the name of the person you wish to remove from the group

Step 3 Click update and the member will be removed from that group

Please Note: Removing members from teams will not delete them from the system.