Learn how to add a group to your organization.

1. Go to Settings > Organization and click Group Setup.
2. Click Add new group.
   
3. Choose whether you want your group type to be for Products or Companies.
4. Type a name into the Group Name field.
   
5. Click Next.
6. Click the dropdown to choose which products or companies you want the group to manage.
   
7. Click Save.

Learn how to apply filters to groups.

1. Go to Settings > Organization and click Group Setup.
2. Click on the Calendar icon to change the filtered date ranges. Then, click Confirm.
   
3. Click the Visibility icon for options to hide or show group table columns.
   
4. Click the Filters icon to filter by Type and Product or Company. Then, click Apply.
   

Learn how to edit a group in your organization.

1. Go to Settings > Organization and click Group Setup.
2. Click on a group in the Group Management table.
3. Edit basic information like the product or company group Name.
4. Add or remove Products and Companies from the dropdown.
   
5. Click Save.