Adding and Editing Groups

hello this video we will show you how to

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add and edit groups as well as creating

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subgroups from your main household page

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when you log in as a firm admin select

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groups at the top menu bar

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here on the group's page you'll find a

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button that says new group this button

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will allow you to create a new

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group from here you could create your

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group name

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and you also can add members if you

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would like adding members is optional at

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this stage so once you've created a name

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you can click

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create now you can see our new group is

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here for any of your groups you can roll

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over to the right hand side and click

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this three dot icon which will pop up

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multiple options from here you can

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rename your group

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you could add members to the

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group you could search through here or

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you could type in the members here or

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add new members as

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well and you could also

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delete to delete you just simply need to

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type delete here and click

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okay also next to this three dot icon is

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this button here that says new subgroup

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on any group you can go ahead and click

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this and it it will create a

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subgroup go ahead and name your

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subgroup and you can also add members

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here if you would like once you have a

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name click

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create the subgroup now lives underneath

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the main group you could use this Arrow

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to toggle the drop- down menu to hide or

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show the subgroup the subgroup has the

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same options with a three dot menu where

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you can rename add members or delete the

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group

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now if you want with the subgroup you

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can add an additional subgroup

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underneath it so same process click new

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subgroup name your

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subgroup and add any members you would

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like once you click create you will see

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that now there's a subgroup within a

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subgroup you can hide it here and this

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subgroup lives within the subgroup which

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lives within the main

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group and with this subgroup you can

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also do the same thing rename add

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members or delete you can continue this

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process as much as you would like in

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order to create the right kind of groups

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for your

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team and there you have it that is how

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you add and edit groups as well as

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creating subgroups thank you for

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watching the video we hope this helps

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and reach out to our team if you have

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any questions