1. Click Staff Groups.
2. Find the group you need to edit in the Staff Groups list and then click the Details button.
3. Click on the Pencil icon to edit the Group general information fields.
4. To add either Staff Users or Clients, click the Search by Name bar to see a drop-down list of people that can be added to the group. Select the names you wish to add to the group.
5. When the necessary additions have been made, click Save changes.
Good job! You now know how to add users and clients to a group!
If you have questions or feedback, please feel free to reach out to us at [email protected].