How To Create a User Group

User groups allow you to assign Tasks, Activities, and Work Lists to groups of users, rather than an individual user.

To create a new User Group, please follow these steps:

1. Go to More > Settings.

2. Select User Groups.

3. Select User Groups again. Elevate - User Groups 1.png

4. Select New User Group.

Elevate - New User Group.png

5. In the Type dropdown, choose Activity Group. Next to Group Name, enter a desired name for the group, then click Save.

You have now successfully added a new User Group. You may wish to learn How to Add a User to a User Group.

If you need further assistance please contact support on 1300 103 903 or email at support@medirecords.com