Groups

Learn how to group all of your people together.

7 Articles

  • What is a Group? To access Groups, select Organization from the top menu and click on Groups from the Organization Dashboard. The Groups feature allows...
  • How to Hide a Group In the “Groups” menu (found on the Organization Dashboard), just click the Hide icon next to a group’s name. For reporting purposes, you...
  • How to Set Up a Coach in a Group A Coach is someone who can interact with a person on the platform who is training in their organization. They can see their progress on...
  • How to Add Someone to a Group In “Groups,” choose the group, and then choose the “Add” button to add people to it.
  • How to Create a Group If you want to create a group, select the Green add button in the top right. After you do this, name your group. Now that you are in...
  • How Customize a Group From the Groups menu (Found on the Organization Dashboard), select the group you want to edit, and then choose Settings. You'll be able...
  • How Remove Someone from a Group In Groups, you can choose a group, find the person to remove, and select the trash can icon to get them out of the group.