Organisation Administration Functionality

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How to set up Groups

Overview

Groups can be created to email reports to multiple contacts simultaneously. A group owner (e.g. manager) is able to send reports or respond to reports on behalf of the group.

Instructions

  1. Log onto the Omni Intelligence website.

  2. Click Staff -> Groups.

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  1. Click “Create New”. (top left corner)

  2. Enter a group name, select contacts to be added to the group, and select the group owner. To select multiple contacts, Ctrl+Click on them to highlight them.

  3. Once the details are filled in, click “Create”.

  4. To cancel, click “Back to List”.

For further information and FAQs on contacts and groups, Click here.