An Admin may choose to create a Staff Group when they are looking to receive notifications actions completed by a specific group of team members and clients.
To create a Staff Group, please follow these steps:
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.
Note: To receive email notifications for actions taken by the staff users in your group, please navigate to your Notification Settings by clicking the person icon in the top right hand corner of your portal, then clicking "Notification Settings". From there, you can select which actions taken by your group that you want to receive notifications for, then click "Save Changes"
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]