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How do I create a sub-group within a user group?

After reading this article, you'll be able to create a sub-group within an established user group and allocate users to the newly created group!

  1. Select the "User Management" tab located in the left navigation menu and then the "User Groups" tab in it's dropdown box.
    Platform Navigation - User Management - Groups
  2. Locate and select the user group you want to create a sub-group in. It should populate the fields on the right with information similar to the below. 
    User Management - User group dashboard example
  3. With the User Group selected, select the three dots to the right followed by the 'Create Child Group' option.User Management - User group child group button example
  4. In the generated pop out, input a group name and click ' Create'.
    User Management - User group child group prompt example
  5. If desired, you can assign a user to look over the groups activity with minimal permissions by inputting an admin in this screen.
    User Management - User group child group created example
  6. To assign users to this group, select on the 'User Accounts' tab on the left navigation menu, located in the "User Management" dropdown.
    User Accounts
  7. Locate and select a user you want to assign to this new sub-group. 
    User Manangement - User Account search examples
  8. On the Profile Details page, go to the User Group field and select the 'Select' button followed by the desired group. Follow this process until you open the location of the newly created Sub-Group. 
    User Account - User Profile dashboard example
  9. With the user now allocated to the new sub-group, be sure to click "Update" at the bottom of the screen.
    User Account - User Profile - Sub-group user allocation
  10. You can repeat steps 7 through 9 for as many users as needed.