Create a Group

  1. Select the Users and Groups tab

  2. Select a name for the group, and select the template you would like to apply to the group

  3. Select all the domains that this group will apply to, and whether you want to manually add users to the group or add everyone.
  4. Click the SAVE button, and you will be returned to the USers and Groups tab with the new group selected

  5. Click on the EDIT GROUP DETAILS button

  6. You can now add details that are applicable to the whole group.  If a user does not have specific details for any field it will use the data from the group.  If there is no data at the group level it will grab it from the Organisation.  This makes it easy to add details that are applicable to many users like addresses and main phone numbers etc.


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