Teams

Create, Edit & Manage Teams, their Managers & Members.

How to Create a Reporting Group

Read more on why Reporting groups are important and some examples here. 

How to Create a Reporting Group in Nexus

  1. Open Nexus
    Log in to your Nexus account.
  2. Navigate to Teams
    From the main menu, select “Teams.”
  3. Go to Reporting Groups
    On the Teams page, click on the “Reporting Groups” tab.
  4. Add a New Reporting Group
    • Click the “Add” button.
    • Enter a Group Name.
    • Optionally, add a Reference and/or Description to help identify the group.
  5. Assign Managers
    Select one or more Managers who should have access to all members within the group’s teams.
     
  6. Create the Group
    • Click “Create” to finalize the initial setup.

       

  7. Add Teams or Groups
    • Under the Groups section of your new Reporting Group, click “Add.”
    • Use the search bar to find and select the teams or existing groups you want to include.
  8. Save Your Changes
    Once all desired teams or groups are added, click “Save.”

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