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This article applies to:

  • Product: CoCounsel
  • Audiences: Tax professionals

Create a new group

Follow these steps to create a new group.
note
  • Only firm administrators can create new company groups.
  • As a firm administrator or group admin, you can find users by name or email if they have existing CoCounsel accounts.
  1. Select
    + Create Group
    .
  2. Enter a unique name for the group.
  3. Select
    Create & add members
    .
  4. Select
    + Add users to group
     to add members.
    note
    • Users can only belong to 1 group at a time. When you add users to a new group, the system removes them from their current group and adds them to the new group.
    • To add users without active CoCounsel accounts, add their email. The system will associate them with the company group when they sign in.
  5. Select a
    User
    , determine their
    Role
    , then select
    Add users to group
    .
  6. On the
    Settings
     tab, turn on
    Checkpoint enabled
     so group members can access Checkpoint.