Manage groups for requestors

Anyone who submits a request needs to belong to a group. A group manager is selected to manage the group's details and requests. 
Group managers can add, edit, and delete groups. You can also upload insurance forms for an existing group.

To add a new group:

1. In the top-right, select your initials or profile icon > Profile.

   
   The Manage Profile page appears.

2. Click + Add New Group. The Group Information page appears.

   

3. Do any of the following:

   a. Enter the group name, phone number, and address information.

   Note: The group name must be unique.

   b. Upload the current insurance information, and enter the expiration date.

   Note: Your district may require this information.

   c. Upload any additional files you want.

   d. Under Classification, use the drop-down to select your group's class.

4. Click Save Group.

To manage an existing group:

1. In the top-right, select your initials or profile icon > Profile.

   

   The Manage Profile page appears.

2. Scroll down to the Group Information section.

   

3. Next to the group you want, do any of the following:

   To...	Then...
   View group info	Click .
   Edit a group	a. Click . b. Update the desired information. c. Click Save Group.
   Delete a group Note: You can only delete a group that has no past or future requests.	a. Click . A pop-up appears. b. Click OK.