Create & Share Groups

Create a Group

To create a new Group:

  1. Open Groups and select Create Groups

  2. Enter:

    • A. Group Name → ex. Guest Services Team
    • B. Description → ex. Venue Hospitality and Guest Services

  3. Click Create Group

Share Resources with a Group

Start by dropping your Resources into their respective Groups!

The process is repetitive, so we'll just hit three samples → Forms, Chats, and Dashboards:

Drop in a Form

Drop in a Chat Channel

  1. Open your Chat Channel (or DM) → ex. Guest Services Chat

  2. Choose the Share icon

  3. Add the Group → ex. Guest Services Team

Drop in a Dashboard

Share a Group with Users

Share with an Existing User

  1. Open Groups

  2. Select and pen a Group → ex. Guest Services Team

  3. In the Edit Group modal, under Members → click Manage Members (Private)

  4. In the Manage Group Members modal → select the Users to be added to the Group → ex. Xeno

  5. Set the access level, normally member is sufficient

Learn all about access levels

Share with New Users

As you Invite new Users, assign them to their Groups at the same time! This automatically gives them all of the Resource Permissions assigned to the Group. (For details, read Groups, Users & Resources in our Guides section.)

To add a new User to their Group:

  1. Click Users → from the Admin menu

  2. Click Invite User

  3. In the Invite User box:

    • A. Enter the new User's Email address
    • B. Provide a Display Name → ex. Delta
    • C. Optional → Pick a Role
    • D. Add the User to their designated Group → ex. Custodial

    • E. Leave Send notification email checked to send an email invite → Uncheck to withhold
    • F. Click Invite User

Users must Sign In to accept your Invitation

  • New Users will appear in your "Pending Invitations" until they Sign In & Accept their Invitations:

Share Multiple Groups

Remove a User from a Group

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Create & Share Groups