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 1

Log in to https://inunison.io and click on “Your Organization”.

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!