Add a unit

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From the Unit dashboard you can add a new unit by clicking the image-20240818-183647.png button.


Unit data

On the next screen, enter the unit name and additional information (a full name or any other identifying text ).

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Unit members

By clicking the Continue , you will be taken to the member inclusion screen.

To add or remove members from within a unit, click on the Add / Remove members button.

A unit member selection window will appear where the current members are already selected. The other listed members are all users from that organization.

  • To add a member select it from the list

  • To delete a member deselect it

After defining this choice, you will see in the lower left corner the number of selected members. To finish removing / adding members click on the Save selection button . You will return to the Unit Members panel that shows the new member choice.

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