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Groups

Create and manage groups

The People section of the Assuric platform allows you to create and manage groups, which can then be assigned tasks, checklists, or responsibilities.

Top tip: Groups help organise users for assigning checklists


Step 1: Access the People Section

  1. Navigate to the People section from the left-hand menu.

  2. Open the Groups tab.

    • Groups may include contractors, employees, clinical safety teams, or any custom grouping.


Step 2: Create a New Group

  1. Click Add New Group.

  2. Enter a group name (example: Project Team).

  3. Add members to the group.

    • You can add yourself initially and add others later.

  4. Click Add Group to save.


Step 3: Add Members to a Group

  1. Select the group you want to update.

  2. Click Add Member.

  3. Choose users from the platform and save changes.


Step 4: Edit or Delete Groups

  • To edit a group: select the group and click Edit.

  • To delete a group: select the group and click Delete Group.

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