- Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.
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- Click the Groups tab.
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- 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
- Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order.
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- Click the Groups tab.
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- In the list of groups, click the > next to the name of the group to which you wish to add a rep(s).
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- Click Add in the header bar. A list of representatives will be displayed.
- 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. |