Groups

You can create a new group in one of several ways:

• In the User Groups tab of the Manage Users page, or...
• Via the New User modal window when adding a new user (see Adding Users to learn more), or...
• By uploading a CSV file containing new users with a new group name associated with them (see Adding Users to learn more)

To create or edit a User Group, follow the steps below:

Quick access: Manage Users > User Groups tab

• To create a new group, click New User Group on the Manage Users page (User Groups tab). A new entry will appear in the list.
• To edit the name of a group, click the Edit button (pencil icon) in the appropriate row.
• To add users to a group, click Manage Members in the appropriate row. This will expand the row to display all current members in the group. You can add new members and set their visibility and reporting levels from here.
• To update reporting levels or visibility for individual users in a group, make the necessary changes in their row, then click the checkmark icon. See below for more information on these options.
• To delete an existing group, click the Delete button (trash can icon) in the group's row.

Visibility and Reporting Levels

You can determine whether each group member's interaction details can be viewed by others in the group, while also determining which group members are allowed to view other members' interactions. Consult the details below to learn how to adjust the visibility for individual group members.

• Visibility column: Click the column title to open a dropdown menu to choose between Visible to group, Visible, and Not visible. After making a selection for the column title, Admins can toggle the switch in this column On or Off for each user.
  • Visible to group: This is the default selection for the column. When selected, the list shows all users in the group and their visibility status.
  • Visible: When selected, the list will only show group members whose interactions are visible to the group.
  • Not visible: When selected, the list will only show group members whose interactions are not visible to the group.
• Reporting level: Select All group results to allow the associated user to see interactions of other visible users, or select Only their results to only allow the user to view their own interactions.