Implementation Tip: To learn more about what groups are and how they are used, check
out this article.
Create a Group
To add user groups, navigate to Account Settings and go to the Organization Settings page, then click on Groups. Then click on the + Create button.
In the Add Group interface:
- Enter the Group Name
- Check off the products you want the users in the group to see when they log in; only the products that have been enabled for your organization can be selected.
- If you have already set up your users, you can add individuals to the group by clicking on the Users tab and searching for/selecting the individual users you want in that group.
Implementation Tip: Since groups have multiple purposes, we like to preface our groups
with the intended purpose to help users select the appropriate group throughout the
After you have entered all the group details, click on Save.
You can click on the "Name" column header to sort the list.
Edit or Delete a User Group
- Click on the group in the list to edit the group name, products and/or users associated with the group.
- Click on the trashcan icon to delete the group.
When all groups have been added, proceed with setting up your users.