Managing user groups effectively is crucial for streamlined communication and organization within any platform. This guide provides a step-by-step process for adding users to a group, ensuring that the right members are included for efficient collaboration.
1.Go to the Contacts tab.
2.Click the Manage groups button.
3.Click the Add contacts button.
4. A list of available contacts will be presented. Tick the checkboxes next to the names of the users you wish to add to the group.
Note: Users with the Signer role cannot be added to the group.
Another way- on the Contacts page, click the three dots menu and select Add to group.
Tick the box to add the user to the group.
To remove the user from the group, untick the box.