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View/Search for Groups in Member Directory with the StaffApp

Updated
  1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.
  2. Click the Groups tab.
  3. In the list of groups, click the > next to the name of the group you wish to view. A list of all of the reps associated with the group will be displayed. Click the > next to a rep to view details about that member. The list may be filtered to Show All, Active, or In-Active reps by clicking Filter in the header bar.

 

Add Reps to a Group

  1. Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.
  2. Click the Groups tab.
  3. In the list of groups, click the > next to the name of the group to which you wish to add a rep(s).
  4. Click Add in the header bar. A list of representatives will be displayed.
  5. Click the name of the representative you wish to add to the group. The rep will be added to the group. To add additional reps, repeat steps 4 - 5 above.

 

 NOTE: Reps may be added to groups using the StaffApp, but they may not be removed.