How do I create new member groups?

Update all relevant team members and assign documents even faster with member groups

Elle avatar
Written by Elle
Updated over a week ago

Grouping members in Waybook can help you to ensure all members of a particular department are kept updated on important SOPs and changes to processes integral to their job, without having to notify them individually. This is particularly useful for larger organizations.

As your team grows, or members of the team begin working on particular projects or functions, you will be able to create new member groups using the following process. But first, what is a member group on Waybook?

Member Groups allow you to create sets of members based on logical parts of your organization. For example, you could put all members of your finance team into a group called 'Finance'.

Once you have created a group, you can then manage access to certain subjects for all members of your finance team, rather than having to set access for each individual member. Let's explore how to do this...

Creating Member Groups

To create a new member group, go to the Members page using the navigation bar at the top of your dashboard. There you will find a list of existing members and the option to manage groups.

Go to the Groups page, using the left-hand menu, and press the button highlighted below to create a new member group:

You'll be presented with a form to set the group name and a brief description, then you will be taken to the page shown below where you can start adding team members and assigning subjects.

You should refer to your organization chart to help build your member groups, but if you do have any questions or need any help please feel free to get in touch with the support team - we're always happy to help.

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