How to create groups?
Last updated
Last updated
To create groups,
1. From the Groups dropdown list in the menu bar, click Create New Group.
The New Group screen is displayed.
The New Group screen is divided into two components:
a. General group and Feature Visibility Settings
2. In the left pane, enter/select the details for the general feature settings as follows:
Upload image
Group Name
The name of the group
Group Description
The description for the group
Closed Group
Select this if you want non-admin members cannot see other users' submissions. In these types of groups, only "group admins" can view all the submissions
Open Group
Select this if you want the group chats to be visible to all the members of the group
3. In the left pane, under Feature Visibility Settings, select the details as required:
Show scheduler to Admins and super admins
Select this if you want to display the Scheduler button to the admins and super admins in the tab bar of the Group Details screen
Show "Assigned to you" button to all users
Select this if you want to display the Assigned to you button to all the users in the tab bar of the Group Details screen
Show Learning centre to all users
Select this if you want to display the Media Directory button to all the users in the tab bar of the Group Details screen
The Media Directory is known as Learning Centre in the mobile app.
Show Poll option under chat
Select this if you want to enable the option of taking polls for the group users in the chat view
Select this if you want to allow automated user management of users with minimal user involvement.
4. In the right pane, add the required users to the group, and at the bottom right of the screen, click Create Group.
Once the group is created it will be displayed as a card in the workspace under the Groups section.
The display picture of the group, the number of group members, the types of the group - open or closed, and the time of the group creation is displayed on the card.
Upload a display picture for the group by clicking on the icon
