Step 1: In Organization in the side menu, click the Org. Structure tab at the top of the screen.
Step 2: Click New Org. Group
Step 3: Enter the name of the org. group you want to create. Click OK.
Note: Org. group names must be unique.
Step 4: You will now be on the Details tab for this org. group.
If this org. group has a parent org. group, click Choose a Parent
Alternatively, if this org. group has an immediate child org. group, click Add immediate child org.
Step 4: Click the People tab. On this screen, click Add People to add people to this group
Step 5: To check the org. structure you have created for this group, click the back arrow
Step 6: Click the Org. Visualizer tab. Your org. groups will appear. Click the org. group tiles to expand or collapse the org. group to visualize the structure of each.
Article ID: xapiappsA_20200825_8
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