How do I create a new Group?
To create a new group please follow these steps:
- Go to the "Grouping" page in the "Portfolio" area of your account.
- Type in the name of the group you wish to create in the "Create a Group" text box.
- Click the "Continue" button.
- Using the "Parent Group" drop-down menu, define whether the new group is a top level group, or if you want to make it a sub-group under an existing top level group.
- To create a top level group, select "Top Level Group" from the drop down menu.
- To create a sub-group, select an existing top level group from the drop down menu. The new group will be created as a sub-group hierarchically beneath this top level group.