Video Tutorial

Users can be partitioned into Groups using the User/Groups tile in the Studio Menu. 

These groups will be used to give specific access (such as Create, Read, Update, Search and Delete) to Bids, Accounts, Carriers, etc.  These groups will also be used to designate access to Insights.

User Groups

Users can be grouped for:

• @mentioning all members of the group at once in a Conversation
• Setting security access for records and workflows within a group

Everyone Group

This group contains all active users in your organization and is not editable.

Additional Groups

You can also create separate groups for different groups in your company as needed.

To add a Group, click the plus sign next to the Groups menu.  In the slide out box, input the Group’s name and description and click Create.

In this example, we’ve created a special group for Sales, and added three members to this group. Based on the current set up, they have Read and Create Access. They can be given further access to Update, Delete, Search and Admin rights. 

Access to all Record Templates can be added or removed using the "Add or Remove Record Templates" link at the top of the table.  Workflow access can also be added and removed in a similar fashion if you click the "Workflows" tab at the top of the middle panel.

Groups within Groups

It’s possible to add existing groups to a new group. All members of the included groups will be “inherited” so the top-level group will contain all members of the included groups.

In this example we include NORAM sales and EMEA sales, which have separate regional users, to the All Sales group. This allows us to set permissions and @mention these groups either independently or as one.