Step 1: Hover over Members menu and click on view Members List
Step 2: Select a client account and click on the 3-dotted drop-down menu then select “View or Edit Account”
Step 3: Then you can scroll down in the client's account and then go to groups
Step 5: You can tick on the box where you want to add a client or member to a group
Step 6: You can also create a new group and create a group name
Step 7: Once you have selected the group name you can click on save
Step 9: You can also add a new group in the sidebar by clicking on the add button
Bulk Assigning Members to A Group
Step 1: You can also bulk select the members and then click on three dots
Step 2: Then you can select add to group
Step 3: Select the group that you want these members to be added into
Step 4: Then you can click on save
Adding a Single Member To a Group
Step 1: You can click on the three dots beside the member that you want to add to a group
Step 2: You can select the group where you want to add the member
Step 3: You can click on Add To Group
