Members can join groups to attend group specific events, view documents, receive group specific emails and email fellow members.

Creating a Group

1. Click Groups or the People icon on the left menu.

   
   

2. Click the Create a Group button on the right.

3. Enter the details for the new group on the page:

   • Group Name - The name of the group.

   • Group Category - The group category this group falls under.

   • Short Description - A teaser or short description of the group. 

   • Description - The full description of the group. This is displayed when a non-group member clicks the About Group button.

   • Record Type Join Settings - Allows you to determine which record types are able to join the group.

   • Cover Image - The image when a non-group member clicks the About Group button.

   • Group Image - The image on the Group List page.

1. Click Save to create the group.