Settings
The Settings tab controls the group's identity, membership cap, and the welcome email sent to group administrators.
Name
The display name shown throughout the platform — in reports, user lists, and the package Groups tab. Choose something that clearly identifies who the group represents (for example a company name, department, or cohort).
Supplier Number
An optional identifier for linking this group to an external supplier record. Used when your organization tracks vendors by a reference number in a procurement or ERP system. Leave blank if not applicable.
Limit
Sets a maximum number of active users allowed in this group. Check Unlimited to remove the cap. When a limit is in place, attempts to add users beyond the limit will be blocked until someone is removed or the limit is raised.
Admin Email Text
The rich-text body of the notification email sent to a user when they are assigned as a group administrator. Use it to introduce the platform, explain the administrator's responsibilities, and share any organization-specific instructions.
Include a direct link to the platform's login page and a contact address in the Admin Email Text so new administrators know where to go and who to ask for help.