Note: Only Evo Administrators can follow the steps below.
Add a group
Click your name in the top right corner of the screen.
Click Groups then click Add Group.
Select the relevant group type then enter a group name and description.
Click Finish.
A basic group only requires you to add members from the group page and doesn't require you to add a tag.
A smart group allows you to add tags, which allow users to be differentiated.
Add a tag to a smart group
Click your name then click Organisation Settings.
Click Tags then select your smart group.
Add a tag in the Add tag value box then click the + icon.
Once you add the tag, follow the steps below.
Click Members. then select the relevant member.
Click Actions then click Manage Tags.
Select the relevant tag.