User Groups

User Groups are available on the Business and Max plans. Upgrade here.

User Groups help organize users, create targeted reports, and track team performance against sales goals.

It provides a structured approach to managing data by organizing users based on groups.

Only the Account owner or Administrators can edit and assign users to groups.

Create User Groups

Go to Users → click on + Add user group.

User, Plans and Billing Page | Users | + Add user group

Add a name → Save.

Add user group name

To move a user to a User Group: Select their profile → select a group → click Save.

User Profile l Select User Group

💡 New users are added to the default User Group unless you select a different one.

Rename a User Group by clicking the three dots → Rename group.

Rename User Group

Go to Users.

User, Plans and Billing Page | Users

To delete the group, move all users to a different one or the default group.

Select the user → choose a new user group → click Save.

Edit User's details | Select User Group

Click the three dots → Delete group

💡 You cannot remove the default User Group.

💡 Once all User Groups are removed, the default group name will no longer appear.

Click on the Filter icon to create a Filter.

Action Stream | Filters | plus icon

In the pop-up, select:

Owner + is + User Group name.

Filter by User Group

💡 Name the filter, then click Save & Run to use it again later.

💡 Removing the last user from a group will break its filters.