User groups allows you to view your organisation's groups and the users assigned thereto.


Step 1: Click on Admin tab


Step 2: Click on Manage groups 


Step 3: To add a new group click on + Create new group and give the group your desired name


Step 4: To view a list of assigned policies to a group click on the group name


Step 5: To view the users assigned to the group click on Show users below the Number of users icon 


Step 6: To generate the latest downloadable spreadsheet report of the status per employee for all the policies assigned to the group click on Generate New Static Report. Once the report has been generated click on the blue download icon next to it to download it to your computer. The report can be opened with Microsoft Excel.