Important information
Are you unable to perform the following steps? Perhaps you don't have the right role or user type. Please contact your organization's Administrator or click here to read more about roles & user types.


A group defines which clients, objects and/or units the users have access to. It is a name for the collection of clients, objects and/or units. The steps below explain how to create a group and link it to the right clients, objects and/or units:


1. Navigate to Organisation in the Dashboard via the App Switcher 

2. Click on the left menu on Groups

3. Click on  in the top right corner

4. For Title, fill in the title of the group

5. Click Add