Support Center

How to Add a Group

Last Updated: May 28, 2015 01:15AM MDT
  1. Click Setup on the top right corner of the page.

 

 
  1. Click Users and Groups on the left side of the page.

 

 
  1. Mouse over your company’s name (or the group that you want to add the new group to).

 

 
  1. When the four icons appear, click the Add Group icon .
 
  1. When the Add Group window opens on the right side of the page, enter the Group Name.

 

 
  1. As required, select Is Location and Master Group.
    • Is Location: If this new client/location will be used in a geo route, select this option (otherwise, the geo route will not route to them) and enter the address/phone information.
    • Master Group: If this is a new client for you, you’ll want to make them a master group. If this is a new sub-location for your client, you do not want to make them a master group.
 
  1. Click Save.

Your new group has been set up!
 

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