Create a Group

As an administrator, you can create groups of people you frequently communicate with. After creating a group, you can add individuals to the group or add multiple people based on criteria in their profile, such as their job title or certifications.

When you first create a group, it is empty, and you must select individuals to populate it. For more information, see Manage Multiple Accounts and Populate a Filter-based Group.

To create a group

1. On the main menu, select Groups. The Groups page opens.

2. Click + Add Group. The New Group window opens.

3. For Name, enter a name for the group.

4. For Description, enter details about the group.

5. Select one of these options. For more information about filter-based groups, see Groups.

   • Based on Filters

   • Selected Accounts

6. Click Submit.