Creating/Managing Groups
Creating/Managing Groups
Groups can be utilised so that reports can be filtered down easily to a specific group of people.
In this article
Creating Groups
1. Go to the Company/Groups icon at the top of the software.
2. Click on the 'New' icon in the Company/Groups window.
3. Make sure you have the 'Groups' option is selected and enter the name for the group then press ok.
4. Make sure your new Group is connected to the correct Company.
Assigning a Group to an Employee
1. Go to Employees icon at the top of the screen.
2. Pick the group from the dropdown.
