K1A Group Management: Need ability to assign to existing groups at instance setup

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

When setting up an instance, add a dropdown features that allows immediately assigning that instance to existing groups and make it a required field (with none as an option).

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

This will alleviate some risk in the instance creation process for accounting firms that need to tightly control onshore/offshore access and provide ease-of-use capability to the group management feature.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

Accounting firms using group management.

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

Add a drop down for any existing groups to the bottom of the create instance modal and auto-assign that instance to the selected group on creation.