User Groups

User Groups makes reporting easier and is an efficient way to check if your team is meeting their overall sales targets. 

Plans: User groups are available on Business plan.

1
Go to your User Profile/Initials (in the top right-hand corner) → Select  Users, Plans and Billing.

2
Click on + Add user group.     

3
Type your user group name and hit Save.

4
Select the user you wish to move to a group and choose from the User Group dropdown.

5
Hit Save

Note: You can rename a User Group by clicking on the three dots beside the group and selecting Rename group.   

NOTES
  • Only groups with no users assigned can be deleted. 
  • Only account owners and administrators can edit and assign users to groups.

Still need help? Contact Us Contact Us