Create and Manage Groups
Fabrice Roberts
9 steps
1
To create a group, click the 'Group' tab.
2
Then click the 'Add Group' button.
3
Enter the name of the group, then click 'Save'.
4
To add a company to the newly created group, select the company in the list then click the 'Add Company' button in the top right of the page.
5
Search for and select the company you wish to add to the group then click 'Add'.
6
The company will now be in the group.
7
To remove a company from a group, search for and select the group.
8
Select the company within the group to be removed, then click the 'Remove Company' button.
9
The company will no longer be in the group.
Create and Manage Groups
Fabrice Roberts
9 steps
1
To create a group, click the 'Group' tab.
2
Then click the 'Add Group' button.
3
Enter the name of the group, then click 'Save'.
4
To add a company to the newly created group, select the company in the list then click the 'Add Company' button in the top right of the page.
5
Search for and select the company you wish to add to the group then click 'Add'.
6
The company will now be in the group.
7
To remove a company from a group, search for and select the group.
8
Select the company within the group to be removed, then click the 'Remove Company' button.
9
The company will no longer be in the group.
