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- Click "Groups" in the header navigational bar.
- Click the "Create New Group" button.
- Enter a name and description for the new group.
- Click "Save New Household Group" button.
- You will then be navigated back to the groups list view. Click on the name of the group you just created.
- Search for households you wish to add to the group, then click "Add Group Member".
- Click "Add Group Member". A modal should pop-up.
- Now search for a group member by the head of household name. Click "Add" to add them to the group. Repeat for all members you wish to add.
- The new member will appear in the in the group detail list.
- If you wish to have the ability to post a bulk transaction that includes this household, click the dropdown that says "Select Account". Clicking this dropdown will open a list of accounts associated with the household. Select the account.
- Success! You have successfully created a new group.
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