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Edit groups

Update the group's name, manager, and ID or convert it into a pincode group.

  1. Navigate to Organisation > Manage organisation via the main menu.
    • Find the relevant group in the organisational structure by searching at the top or by navigating through the group hierarchy.
  2. Hover over the group you want to edit, and three dots (• • •) will appear to the right of the group name.
    • Click the three dots (• • •) and then select “Edit.”
  3. You can edit:
    • The group name External ID
    • Manager
    • Pincode group
      • To convert a regular team into a pincode group, you must first remove all regular users from the group.
      • 📌 Pincode groups