Groups are an integral part of your portal, this is where you will manage your members content and activity. You may choose to set up your groups as your clients or projects, though it is not limited to just these as you also have the option to change the name of the groups. You may also choose to take advantage of our Subgroups feature, this functionality can be used to swiftly share content from a designated main group where content is managed (added, updated or deleted) to associated subgroups.
To see how to create a new group watch the video below
How to Create a Group
Firstly, select the 'clients'/'groups' tab from your left-hand menu
Then press the + new group/ + new client (this will depend on the terminology you have chosen for your portal)
Type in a Name for your Group. Press 'Continue' to create the group
You will be navigated to your new group.
Branding your Group
To upload a group logo or change the background colour click on the settings cog and use the edit pencils as pictured below.
You can upload a logo from your desktop and change the background colour
Now that you have created your groups and subgroups, you can go in and start to edit the group homepage and invite members.