User Groups

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The User Group feature can be used to create groups of users to facilitate managing a number of contacts as a group rather than individually.

There are 2 ways Groups can be used:

  • The Select One - User Group custom field can be used to allow you to select a User Group to be associated with a record (Level 1, Level 2, Level 3, Company, etc). The details of that group can then be referenced and/or displayed. For example using a Read Only - System Variables field.
  • A User Group can be added to the contacts section to a Level 1 record. Each member of the group will be assigned directly to the Level 1 record, either using the Role they have in the User Group, or with a role selected when the User Group is added to the Level 1 record.

Creating User Groups

To create a new User Group:

  • Click New
  • Enter the Group Name and Description
  • Click Save


Adding Users

To add users:

  • Click the Users button next to the appropriate User Group
  • Click the Lookup button
  • Use the search options at the top to locate the user(s) you wish to add
  • Click on the + next to the user you wish to add:
  • Click OK
  • If you wish to add the selected users to the group with a specified role choose it from the Add as Role combo box (optional)
  • Click Save


See Also