How To Create Groups Or Territories

Manage groups will allow you to create different groups for users. Groups are useful for large organisations; this functionality allows you to manage groups at an enterprise access. For example, an area manager in a 20 centre organisation that manages only 5 centres will only be able to access the 5 services within the group.

This help document will help you understand how to create a new group.

Step 1: Click the settings from the left-hand menu bar.


Step 2: Click on the manage group icon.


Step 3: Click the green + sign to add a new group.


Step 4: Complete all the required fields.


Once you have entered in all the relevant details, select save.

How To Edit An Existing Group

Step 1: Click on the three-dots that are on the right-hand side of the group to select additional options. Click on edit.


Step 2: Make the necessary changes and then select save.



How To Delete An Existing Group

Step 1: Click on the three-dots that are on the right-hand side of the group to select additional options.


Step 2: Select delete.

Step 3: Click on confirm delete.

For more information, please browse through our support documents or alternatively contact our support team.
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