Manage Groups

Registered Exchange users can create and be added to groups. Groups are a great way to organize and manage your team. You can see what action has been taken by the group and its members through the activity feed.

View an existing group

  1. Select the About link on the Exchange toolbar, and click Groups in the drop-down menu. A list of all existing groups within Exchange will display.
  2. Click on the name of a group to see the contact information, a list of members, and any additional details provided by the group managers.
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Create a group

  1. Select the About link on the Exchange toolbar, and click Groups in the drop-down menu. A list of all existing groups within Exchange will display.
  2. Click the Create a New Group button, and fill out as much information about your group as possible. Once you have added the group name, contact information, and a brief description of the group, click the Create button at the bottom of the page.
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  1. You will be returned to your group’s information page. To add other group members, select the Manage Group Members link. Type the name of a registered Exchange user in the User identifiers textbox, and select their role as either a Member or Manager.

You can add more than one new member at a time, as long as they are going to have the same role.

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  1. Click the Add Group Members button when you have finished.

You can view all of the managers or members of the group by clicking on their respective tabs.

Note: Groups can only be deleted from Exchange by an administrator. If you have a group you no longer need, please contact your Exchange administrator.