How to Create Guest Profile Groups

Planning -> Guest Profile Groups

Within the Planning section

> Click on Guest Profile Groups

> Click on Create New Group in the top right corner

> Complete the group information and settings and click Create Guest Profile Group.

Please note: 

> Approver Roles and Planners may not be applicable and can be left blank.

> Remember to select is Active to ensure your group is ready to use. If you wish to hide or de-active at any time, you can always return to amend. 

You have now created a Guest Profile Group which is ready for profiles to be added.

Creating Guest Profile Groups with Screenshots

> Start by clicking on Planning on the left side menu and select Guest Group Profiles

> Click on Create New Group located in the top right corner

You will now be presented with a form to input your group criteria such as the name, and roles associated to your group if applicable

> When you are ready, click Create Guest Profile Group to confirm. 

You're group has been created and is available in the Guest Profile Group area of the platform. You can view and amend elements of your group using the tabs at the top, from Guests in the group, and roles for your group.