Creating / Updating / Deleting Groups

Groups are used to organize Members of your team for Communications and other administrative function. You can target communication messages, set attendance, and document Qualification Expectation by grouping. Groups configured at the organization account level will automatically apply to any linked team accounts.

Quickly Navigate to a Specific Section in this Article:

1. Creating a New Group
2. Updating an Existing Group
3. Deleting a Group (we only recommend performing this action for items added in error)

Creating a New Group

1. Go to Planning > Groups
2. Select either the Members, Handlers or K9 tab
3. Click Add Group
4. Give your group a title such as HazMat Technician or Paramedics
   1. Some potential groupings could be dependent on rank, skills or specialty.
5. You can add your group to a Bundle to organize common groups together, for example HazMat or EMS
6. You can enter an SMS Shortcode for use in SMS messages and set a required on-call threshold
7. Required On-Call is useful for teams to identify if they have the proper number of members on call for a group
8. Add your members from the drop down menu
9. Click Save Group

Updating an Existing Group

1. Go to Planning > Groups
2. Select either the Members, Handlers or K9 tab
3. Click on the relevant group
4. Select Updates Details
5. Update the information 
6. Click Save Changes

Deleting a Group

1. Planning > Groups
2. Select either the Members, Handlers or K9 tab
3. Click on the relevant role
4. Select Updates Details
5. Click Delete Role
6. Type in the prompted word in the space to confirm
7. Click I understand the consequences, delete and that role will no longer appear