Managing Groups

MANAGING GROUPS

You will have the ability to create up to five Groups that contain any number of sub-groups. These groupings can be assigned to sites to allow you to filter based on those assignments. Within this section, you will learn:

• How to create new Groups
• How to modify existing Groups
• How to delete a Group
• How to add Sub-Groups to Groups
• How to edit or delete a Sub-Group
• How to assign Groups to sites

HOW TO CREATE A NEW GROUP

1. Click More Options
2. Click Manage Groups
   
3. To the left of the page, you will see three pre-defined Groups: Store Groups, Areas and Regions
   (These pre-defined Groups can be edited at any time and any Groups or Sub-Groups previously created will be shown on the page.)
4. Click New Group
   
5. Enter a group name and click Save
   
6. The new Group will appear within the list of Groups to the left of the page
   

HOW TO MODIFY A GROUP

1. Click Options to the right of the Group name
   
2. Click Edit Group
   
3. Edit the group name and click Save
4. The updated Group name should be reflected on the page
   

HOW TO DELETE A GROUP

1. Click Options to the right of the Group name
2. Click Delete Group
   
3. Click OK to confirm
   
4. The Group will no longer appear on the page
   (If you delete a Group that contains Sub-Groups, all Sub-Groups will be deleted.)
   

HOW TO CREATE SUB-GROUPS

1. Click Options to the right of the Group name
2. Click New Name
   
3. Enter a Name and click Save
   
4. The Sub-Group will appear within that Group category

HOW TO ASSIGN GROUPS TO STORES

1. From the Manage Groups page, click More Options
2. Click Manage Stores
   
3. Click the dropdown selections beneath the column headers and to the right of the stores to assign groups
   
4. Click Save
   
5. Click OK to confirm
   
6. You will be returned to the Manage Groups page
   (Changes to Group assignments can be made at any time by clicking More Options and Manage Stores)