1. First, you'll need to select the Admin you need to add. Once selected, click 'More Actions', and then 'Add to Group'.




2. Next, you'll have the option to add them to a new or existing group. Simply start typing into the box to bring up corresponding groups, or click the 'Create New Group' button.

3. Once you click submit, the admin will automatically be connected to the group(s). They no longer need to accept a separate invitation for each group, and can instantly see the records within their group(s).


4. Admin will receive an alert that they have been added to a new group within 24 hours.