• Groups are useful for reporting purposes.
  • Group can affect a user's perspective and permissions in the system if the group has a role associated with it. See Roles.
  • A user should have at least one group that has a role.

Reading Tim: 30 seconds



Step 1: Click on People in the side menu

Step 2: Search and select the user you want to assign a group to

Step 3: On the person's profile, under Group

Click Change...


Step 4: In the dialogue search and select the groups you want to assign the person. Note you can assign multiple groups.

Step 5: Click OK