Groups is a feature in WolffTrax that allows you to make groups of users. When using a list of members in other parts of WolffTrax, you will be able to see groups in addition to individual users. (Example: If you repeatedly have to add the same 5 team members to a deal, instead of adding these members individually, you can put them all in a group and add that group to a deal.)

The Groups page shows you the groups that already exist and allows you to add, delete, and edit groups.

To create a group:

• Click + New Group
• Enter a group name
• Click Save

To add users to a group:

• Click on the group you want to add users to
• Click on Add Members
• Select the members you want to add
• Click Add Selected Members

To remove users from a group:

• Click on the group you want to remove users from
• Click on the box next to the name of the user you want to remove
• Click on Remove Selected Member(s)

To change the name of a group:

• Click on the group whose name you want to change
• Change the name
• Click Save

To delete a group:

• Click on the box next to the name of the group you want to delete
• Click on Actions
• Select Delete group
• Type the name of the group in the text box
• Select Delete "Group Name" group