How to Create a New Group - Cloud

Users can be sorted into Groups within a given Team. Each Group has its own dashboard, providing insight into specific cohorts such as position, diagnosis, or occupation. A User can be added to as many groups as the Admin would like. For example, a User can be a "Freshmen" Group, "Infield" Group, and "Redshirt" Group, displaying their data alongside like individuals for greater insight into that cohort.

 

  1. From the Organization home page, select the Team for which you would like to create a Group
  2. On the Team dashboard page, click "Add Group" in the top right corner of the screen

  3. Type Group name as it you would like it to appear in the textbox


  4. Click "Create Group"

 

To Add Users to Group:

  1. From Team dashboard, click "Users" tab

  2. Using checkboxes next to User names, select all Users you would like to add to a Group
  3. In the blue banner above the User list, click "Add to Group", and select the Group you would like to add them to
    1. If creating a New Group with the selected Users, click "New Group", and follow steps 3 and 4 above
  4. To navigate to Group dashboard, click "Groups" tab, then select the Group name from the list Screen Shot 2022-03-10 at 2.56.09 PM