For more information on Groups, refer to the Groups Overview article.

Select Settings in the top navigation.

Select Groups under General Settings in the left navigation.

To create a group, select the Create Group button on the Manage Groups panel.

Create Group button highlighted on the Manage Groups panel in DubBot.

The Create Group panel will display.

Enter the name for the Group in the Group Name field. 

To select the users that you would like to be in the Group, select the Select users button. Note that users are not required for a Group to be made if it is being used for reporting purposes.

A drawer will expand from the right side that allows you to select the desired users.

Users that are selected will have a check next to their names.

Once you have selected all of the appropriate users, select Save at the top of the drawer.

Select users flyout menu in DubBot App

Selected users' names will appear in the Users table for the Group. In this table, you can customize what role the users have within that Group.

The role options are Viewer, Manager, and Admin. Read the Abilities for Each Role article to review an explanation of the available roles.

Manage groups menu in DubBot App - role assignment selection area highlighted

Add Sites to a Group

Now, just like you added users, you will add sites for those corresponding users to access.

Switch from the Users tab to the Sites tab then select the Select sites button.

Create Group panel in DubBot App - Sites tab highlighted as Step one and Select Sites button highlighted as step 2 to Add Sites to a Group

A new right-hand drawer will appear that allows you to select Sites. The sites that you select will have a check next to them.

Once you have selected all of the appropriate sites, select Save at the top of the drawer.

Manage groups menu in DubBot App - site selection menu highlighted

The Sites will appear in the Sites table for the Group.

Finally, select Create to finalize your Group settings.

Manage groups menu in DubBot App - Create button highlighted

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