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Creating and Managing Groups

You can create and manage existing groups when you log in to the business portal dashboard and go to the Groups tab.

To create a new group:

  • Select Add a Group 
  • Name your group and add a group description
  • Click Add a Group to complete the process
  • You can link a policy to a group by clicking the Edit icon.

To edit group details:

  • Select the group you want to edit
  • Click on the Edit icon next to Group details to make changes 
  • Click Save to keep changes.

To delete a group:

  • Select the group you want to delete
  • Scroll down and select Delete Group (default group can not be deleted).
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