To create a new Share Group, you first must be assigned the Org Admin role:

• Navigate to your Company Administration Page.
• Scroll down to the Share Group Management section.
• Click “Create Share Group.”
• Choose a name for the Share Group and click “Add Share Group”.
• Click Manage Users, then click “+ Add users to this group” and select the team members you want to include in your share group,
• Now click “Add selected users”.