How to Create a Group
Description
Groups are used to classify users/technicians into specific groups so that they can be sorted out and assigned tasks accordingly.
There are 2 ways of creating a group. The quick method can be found in the “How to Add a New User” guide since it involves creating the new group directly from the “ADD USER” form. The dedicated option to create a new group will be discussed in this guide.
Step-1: Navigate
After logging into your Gorelo account, go to the “Settings” menu and click on “Groups” to open the GROUPS window.
Step-2: Click on the “+ Group”
Click on the “+ Group” button to open a brief “Add Group” pop-up form.
Step-3: Fill in required information
Step-3: Fill in required information Fill in the required fields and click “ADD”. The new group will be added to the list and will become available for use where necessary.
Step-4: Edit/Update a Group
After a group has been created, it will appear in the Groups list on the GROUPS window.
To update a group, you can click on the pen icon next to it, below “+ Group” button to open “Update Group” pop-up form and edit the group name, status and/or description.
Click “Update” to save the changes.
Looking for something else? Visit our support documents or send us a message via the Contact Us form. We will be happy to help guide you further!