Create a user group (Contractor portal)

Creating a group allows you to categorise users (like Work Orders, Contracts, or specific departments) to manage communications and permissions more effectively.

Step 1: Access the User Groups Table

1. Navigate to the Users & Groups section in the left-hand sidebar.

2. Click on User groups.

3. You will see a list of existing groups like "Accounts receivable," and "Administrators".

Step 2: Open the "Add a Group" Menu

1. Look for the green Add a group button located above the main table (next to the "Hide filter" button).

2. A pop-up modal titled Add a Group will appear.

Step 3: Complete the Group Details

Fill in the following fields as required:

• Type of group*: Select the most appropriate category from the dropdown (e.g., Accounts receivable, Residents, or Custom).

  Note: Choose carefully, as this cannot be changed once the group is created.

• Internal Group Name*: Enter a unique name used within your organization (e.g., "Night Shift Maintenance").

• External (Public) Group Name: (Optional) This is the name people outside your organisation will see. It does not have to be unique.

• Description: (Optional) Add a brief summary of what this group is for.

Step 4: Configure Settings

Check the boxes at the bottom of the modal if they apply:

• Is default group for requests / messages?: Toggle this if you want new communications to be routed to this group by default.

• Is only visible to Administrators?: Toggle this if you want the group to be hidden from regular users.

Step 5: Save

1. Review your information to ensure the Internal Group Name is correct.

2. Click the green Save button.