Groups allow you to organize multiple individuals, and each individual can belong to multiple groups. Groups are particularly useful when setting conditions for new rules. Each group is assigned a type, and by default, PRM includes the following group types:

• Administration
• Job Role
• Location

Create a new group

To create a new group, navigate to My Company > Groups > Manage Groups and select Add Group:

You can then give the group a group name and a type:

Once the group has been created you can then use the Assign People to add people to this group in bulk:

You can also add people individually from the the person record of the individual: