- Click Setup on the top right corner of the page.
- Click Users and Groups on the left side of the page.
- Mouse over your company’s name (or the group that you want to add the new group to).
- When the four icons appear, click the Add Group icon .
- When the Add Group window opens on the right side of the page, enter the Group Name.
- 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.
- Click Save.
Your new group has been set up!