Group Management 

CREATE CUSTOM USER GROUPS TO BETTER MANAGE & UNDERSTAND USERS 
 

Account administrators can create user groups of one or many users to represent the natural groups that exist within your organization. Create groups that are meaningful to your organization, such as by region or sales team, and then you will be able to view usage by groups. 
 

How to Create a Group 

1. Access Group Management via Administration Menu 

Click the gear icon at the top right corner of the screen to open the Administration Menu and select Group Management. 
 

2. Create a New Group 

Click Create New Group to get started. 
 

3. Name the Group 

Enter a name for your group in the Create New Group dialog box. You can also enter a description for the group. Click Save to proceed to the +Add Members screen.

4. Add Group Members 

Easily add or remove group members using the Add or Remove buttons on the + Add Members screen. 
 

• Filter User View: Filter to view all users, users not in this group, or member of a specific group. 
• Bulk Add by Email: Click the Bulk Add by Email tab to manually type in or copy/paste a list of email addresses of the users you want to add to the group. 
• Add or Remove Members: Click the Add button to quickly add a group member. Once added, you can click the Remove button to remove that member. 

5. View Group Members 

Click the Group Members tab to view a list of current members. The number displayed here shows the current membership total. You can remove members by clicking the Remove button. 

• Group Members: The number displayed here shows the current membership for this group. 
• + Add Members: Need to add users to an existing group? Click to the + Add Members tab.
• Remove Members: Click the Remove button to remove the user from this group.
   

6. Work With Existing Groups 

When viewing your list of existing groups on the Group Management page, you will see three shortcut icons to the right of each Group Name. To add new members to a group, click the multiple-head icon. To duplicate an existing group, click the plus sign icon. To permanently remove the group, click the trash can icon.