Note: You have to be an Owner or an Admin to create a new group.
Groups are the best way to share records with select members of your team. Our customers often create groups based on departments such as Accounting, Marketing, Development etc. Agencies that work with many clients may create a group for each client.
You can create an unlimited number of groups
Records can be part of many groups
Users can be part of many groups
Click your email address in the top right of your home dashboard
Click the name of your organization under Manage Teams
3. Select Groups from the list on the left.
You're ready to create or edit groups and manage user access.
When using "Manage Members", scroll down and click Save Changes before navigating away.
Delete a group
To delete a group, you must remove all shared logins from that group by selecting each login and then clicking edit. You can change the group it belongs to or delete the login if it is no longer needed.
