Organization Groups Overview

Groups are used to manage internal teams or external customers, offering functionality to list, add, and invite new group members.

Navigating to Group

Access the Groups tab by:

  1. Navigate to the Organization Settings.
  2. Click on Groups.

Creating a Group

Creating a group involves the following steps:

  1. Navigate to Organization Settings.
  2. Click on Groups.
  3. Enter the group name and click on the Create button.

Organization Groups

Adding Members to Group

Members can be easily added to groups through the group details page:

  1. Under Organization Settings, go to Groups.
  2. In the group list, click the View button next to the group you want to manage.
  3. In the group details, click the Members tab.
  4. Enter the email address of each invitee and click the Invite button.

Organization Groups

Modifying a Group

  1. Go to Groups.
  2. In the group list, click the View button next to the group you want to manage.
  3. Add or remove members, or change the group`s name.

Organization Groups

Deleting a Group

  1. Go to Groups.
  2. In the group list, click the View button next to the group you want to manage.
  3. Click Delete.
  4. Confirm the action in the pop-up window.

Organization Groups


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