If you frequently share data with a regular group of users, the personal group allows you to setup a list of users which you can then add quickly and easily to any new transaction or Distribution.

First go to My team => Groups

Click the '+' to create a new personal group, i.e. 'Project XYZ'

Now search for users and drag their name down to the personal group. The user count will increase to reflect how many users are in the group.

When you next use the Send page to send a new transaction, start typing the personal group name and this will appear above the results for users that match your search criteria, giving you the flexibility to add the entire group, or, only specific people within it.

If your personal group does not appear on the 'Send' page, please clear your browser cache (click here for more info).