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Create groups

Learn how to create groups in your organization via the web app.

Why create groups?

As your organization grows, managing document access and training courses for individual users can become time-consuming and inefficient. Creating groups streamlines this process by organizing users into teams, such as "Managers" or "Users." This not only simplifies access to templates and inspections but also makes it easier to assign courses and quizzes.

Why create groups via the web app

Create a group

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Groups.

  3. Click Plus iconCreate group on the upper-right corner of the page. Create groups via the web app

  4. In the pop-up window, enter the group name and select the users you want to add. You can always come back later to add users to the group.

  5. Click Create group.

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