SteepleMate | Manage Groups

Manage Groups
Understanding Group Types in SteepleMate
Group Types in SteepleMate provide structure and behavior for various types of groups within your organization. These Group Types often come with specific system-defined functions, affecting where and how they’re visible across features, reports, and ...
Managing Group Setup in SteepleMate
SteepleMate allows you to set up and manage unlimited groups with flexible visibility and communication settings. This guide will walk you through the steps of creating and customizing groups, as well as adding and managing group members. Step 1: ...

SteepleMate | Manage Groups | Knowledge Base