Creating and managing Groups

How to create and manage Groups so multiple team members can look after a single transaction, KYC or KYB - including creating and editing groups, adding and removing users, and deleting groups and reassigning their work.

On this page: Watch the video · Step-by-step guide

Step-by-step guide

Jump to: Member Management · Group Creation · Editing Groups · Global Settings · Deleting Groups

Member Management

1. Click the Group link in Account Settings. This will take you to Groups and show you any existing groups
2. To Add or Remove users on an existing Group, click on the members section.
3. To Add a user simple click on the Add link next to their name. You can see current members of Group and you search by name or email to find a user.
4. Click Done when you have finalised adding users to Group.

Group Creation

5. To create a new Group - click the '+ Add group' button.
6. Enter a Group name, an optional description for the new group, select a color, and click Create group.
7. To Add users to the new Group - click on the 0 members link.
8. Click the Add users and click Done.

Editing Groups

9. Click here
10. Click here
11. Click here

Global Settings

12. Change how Groups are assigned, whether by default or per transaction option by navigating to the Configuration tab. Then choosing the appropriate choice from options. Once selected press Save defaults button.\ . Click here

Deleting Groups

13. To delete a Group - select Delete on the Group you want to delete. Then choose whether you wan to re-assign tasks and entity assignment to a different Group. Then select Delete group to confirm deletion.

Additional notes

Open this area of the platform directly: Group settings