Create and Manage Groups

1. 1. Click on Relationships and then Groups

   

2. 2. Click on Add Group to create a new group

   

3. 3. Type in the new group name

   

4. 4. Click on Save & Configure

   

5. 5. You can select an organization to link to the group if applicable

   

6. 6. Check and pick which organization you wish to be associated with the group

   

7. 7. To set the group visibility, select 'Who sees this?'

   

8. 8. Click on Yes/No to determine if all the people within the organization can see the group and Save when finished.

   

9. 9. Select Group and People of the Group visibility settings and then save

   

10. 10. To create a Dynamic Group, chose Advanced Mode to select your group criteria rules.

    

11. 11. Click on Expand/Collapse to continue modifying the next sections

    

12. 12. To create a Static Group, chose Basic Mode to manually add people to your group.

    

13. 13. Make your email setting selections and select Save when finished

    

14. 14. Create the group with either Person Name, Tags, Organization Name or Person Type. Type in the first few letters & make your choice. Once selected, it will appear in the People Added Here section. Click Save when finished.

    

15. 15. Click on Edit

    

16. 16. Expand the section and click on Edit

    

17. 17. Begin creating your criteria rules to build your group

    

18. 18. Type your criteria and chose whether its a person or organization type field

    

19. 19. Click on inclusivity (include/exclude)

    

20. 20. Click on specific values for the criteria

    

21. 21. Check Administrator

    

22. 22. Click on Save once you have created your criteria rule.

    

23. 23. Click on Edit to select the group owner(s)

    

24. 24. Click on Select Group Owner(s)

    

25. 25. Check the person you wish to nominate as group owner

    

26. 26. Click on Save

    

27. 27. Click on People in Group to see the overview of the group created with the criteria rule.