Important information 
Are you unable to perform the following steps? Perhaps you don't have the right role or user type. Please contact your organisation'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 Groups in the left menu

3. Click on the group title

4. Click on Assign users

5. Use the search bar and choose the name of the user to add

6. Click on Save