Steps to create subgroups
- Navigate to Settings and select Organization.
- View your organization overview. You can now edit or create groups.
- Press the Create new group button to start.
- In the dialogue window, name your new group and click Create group.
- Check your organization view to see the newly created group.
- To edit the group further, navigate to the three dots next to the group name and select the desired option.
- Use the Edit sort order option to rearrange groups and adjust their positions within the organizational structure.
- You can now structure your organization effectively by creating and customizing subgroups as needed.
Steps to create a new group
Navigate to Organization.
Go to Management > Organization in your account.
Create a new group.
Click Create new group to open the dialog window.
Name the group and choose a parent group.
Enter the name for your new group.
Select a parent group if this is a subgroup.
Save the group.
Click New group to save the group.
Steps to rearrange groups
Enable sort order editing.
Click Edit sort order in the Organization view.
Rearrange groups.
Drag the groups into the desired order.
Save the new order.
Click Finish to confirm the changes.
Your organization structure and subgroups are now set up and organized!
Steps to edit group settings
1.Navigate to Organization.
Go to Management > Organization in your account.
2. Select the group.
Click the three dots on the right of the group and select Edit,
Or navigate directly to the group and click Group settings.
3. Update settings.
Change invite settings, core group settings, appearance settings, or visibility settings as needed.
Click Change, enter the new information, and click Save.
4. Inherit properties from parent team (optional).
Click the Use parent team settings button to inherit properties from the parent team.
Confirm which settings you wish to inherit.
