Groups are a powerful feature in Sisu. 💪
Groups can be created by Admin and TC users following these quick and easy steps:
Navigate to Admin > Team Settings
Select Groups from the Team Settings Menu
Click the 'Add New Group' button
Type in a Name for the Group
Check the boxes next to the users you'd like included in the Group
Check the box for any users you'd like to grant Coaching access to
Click the Save Group button at the top of the page!
This video also walks through how to create and utilize Groups. ⬇️
Video Note: To optimize viewing, watch this video on Loom. You can do this by clicking the square icon with an arrow coming out of it, which appears in the top-right corner of the video.
You can also restrict Sisu forms access for your groups - streamlining data entry, access, and ensuring data accuracy. Check out this help article for more information on to set up form partitioning based on your unique Groups.