Creating a group
Go to Company in the main menu on the left
Choose Stakeholders from the dropdown menu
Click Groups in the top menu
Click the New Group button in the top right hand corner
Enter a name for your group and click Add
On your new group click View Users
In the Add Users field Start typing the name of the contact you would like to add
Then select the user from the list below, click Add
Once you have added all the user to your group click the Close button
Duplicate a group - use this if you want to use an existing group as a base for a new group. Add new stakeholders to the group or remove select contacts that you do not wish to be included here anymore.
N.B. you cannot add or remove contacts from the groups Cake automatically generates for you, you should duplicate it and then add or remove contacts.
On the group you wish to duplicate, click the three dots
Choose Duplicate from the dropdown menu
Enter a name for your group and click Duplicate
To add or remove contacts, click Manage users
Add new contacts by searching for them from your list of contacts and clicking Add or click the trash 🗑️ icon to remove contacts.