To learn how to create a group, please follow the steps below:
Please note groups are a subset of your team.
Step 1.
Click your initials or profile picture in the bottom-left corner to navigate to the admin panel.
Scroll down to the 'Groups' section.
Step 2.
Click 'Create'.
Enter a value to assign to the 'Name' of the group.
Select the team members you wish to assign to the group.
Click 'Save'.
That's it! You have your first SourceWhale group 🚀
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬