1. Click on the Staff Groups tab in the menu on the left-hand side of the screen.

2. Click Create Group.

3. Enter your group's Name and Description into the text boxes and then select the Staff Users and Clients that will be a part of this group. Once completed, click Save changes. The group will now be available in the Staff Groups list.

Good job! You now know how to create a new group!
If you have questions or feedback, please feel free to reach out to us at [email protected].