1. Log in as a user with the Firm account.
2. Click on “GROUPS” on the side menu.
3. Click “+ NEW GROUP” button on the right side of the screen.
4. On the “Groups”, fill up the following fields;
Status: Active/Inactive (Groups with Inactive status will not be available to the Cosecs).
Group Name: Give your group a name. For example: Primary Group, Klang Valley Group.
Price: Give your group a price. At this moment this is for your reference only. If it is not needed then just put 0 as the price.
Allow Directors Access To Templates: Allow or disallow directors of clients under this group access to the templates.
Remarks: Enter a short description here for the Cosecs to better understand the purpose of the group.
5. Click “Create Group” button to submit the form.
The page will return to the Groups listing page with a popup success message.
All new groups are created without any category. You can proceed to add categories to it.