User Groups

User groups can be used to send notifications to multiple internal users at once.

How to create a new user group

1. Click Settings > Manage Users & Groups.
2. Click User Groups.
3. Click Create User Group + at the top right.
4. Name the user group.
5. Give the group a description.
6. Under Assign Users, click the dropdown menu.
7. Search for users, or select from the list.
   • Click Clear selection at the top right of the menu to start over.
8. Click Create.

How to edit a user group

1. Click Settings > Manage Users & Groups.
2. Click User Groups.
3. A list of your created groups is shown. Click the menu icon to the right of the group you wish to edit, then click Edit.
4. Modify the group name, description, and/or add/remove users.
5. Click Save Changes when finished.

How to delete a user group

1. Click Settings > Manage Users & Groups.
2. Click User Groups.
3. A list of your created groups is shown. Click the menu icon to the right of the group you wish to edit, then click Delete.
4. Click Confirm to permanently delete the group.

How to use user groups

A user group can be selected as a reviewer just like individual internal admin when creating/editing records, document packages, email campaigns, etc. When prompted to select a reviewer, User Groups appear at the top of the list, and individual users below.