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Groups

What are groups?

The Groups tab allows the administrator of the account to create reporting groups and add users to the groups from their user profile. This feature allows you to group users and track the usage statistics of these users within their group.

Create a group

To add a new group, enter a name for the new group in the Add New Group field and select the Add Report Group button.

Once a group has been created, you can start adding users to the group. Within the user’s profile, use the Reporting Group drop-down menu to select which group you want to place the user in. 

Edit a group

If you would like to delete a reporting group from your account, simply click on the red x icon to the right of the group name. A prompt will open asking you if you want to remove the group, select OK to delete the group.

To change the name of a group, select the group’s name. Within the Update Group Name field change the group’s name and select the Update Group Name button to save the new group name.

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