Administrators can create groups and sub-groups which would allow them to easily manage their CareMonkey account. This will very handy if there's an eForm or email that is needed to be sent to the members (i.e. students, club members, participants, employees, etc.) who belong in the same group. This article will guide them how to create a group and add profiles to the group.


1. Go to the Groups sub-heading at the bottom left of the Home screen and select the Add button.

     



2. Click Add Sub-Group.


NOTE: "New Independent Group" is only available for organisations with "hierarchical" set-up. Please email support@caremonkey.com for further details.

3: Fill out the Group Name, Timezone, and the Parent fields, then select the colour you will use to represent your new group, Click "Save" which is located to the bottom right of the box. 



4. You have now successfully created a "Group". To add members to the group, simply select them from the screen above and drag and drop them on top of the group as shown below. 



5. Click OK to confirm the changes.