How to create a group

Groups are a powerful feature for organizing and sharing accounts with your team.
This guide shows you how to create a new group.

Step 1: Navigate to the Groups Page

From your dashboard, click on the "Groups" link in the sidebar. This will take you to the "Manage Groups" page, where you can see a list of all your existing groups.

Step 2: Go to the Add Group Page

Click on the "Add New Group" button, which is typically located at the top of the groups list. This will take you to the "Add Group" page.

Step 3: Enter Group Details

You will need to provide the following information for your new group:

  • Name: A descriptive name for the group (e.g., "Development Team", "Marketing").
  • Description: A brief description of the group's purpose.
  • Users: (Optional) You can select initial users to add to this group.
  • Accounts: (Optional) You can select initial accounts to share with this group.
Step 4: Create the Group

After filling in the details, click the "Add" button to create the new group.


Your new group is now ready. You can always edit the group later to add or remove users and accounts.