- November 13, 2021
- Kevin Kholer
Add a User to a Reporting Group
Employees and contractors can be assigned to Reporting Groups based on your corporate structure. In order to assign a user to a Reporting Group, you must ensure that Reporting Groups are turned on and group names have been assigned.
Step 2
Once in your organization, click on the user that you would like to add to a Reporting Group.
Step 3
Once the user’s profile is open, click on the drop down menu titled Reporting Group.
Step 4
Choose the Reporting Group that you would like to assign the user to and click Save.
Step 5
You can view the Reporting Group that the user is assigned to on the Your Organization page.
You have now successfully added a user to a Reporting Group.
If you have any questions, comments, concerns or suggestions, please contact us. We want you to succeed and are here to help!