A group user is a team member that has full access, or in other words can do anything to any practice in the portfolio
We’ve put this hierarchy in place in the case that there’s a practice that has a team member that supports you with staffing, but maybe you don’t want to give that person full access to the entire portfolio - in this case you would create a practice-level user
Managing your group-level users is easy, simply click “add another” under the group-level user header
If you need to remove a group-level user because they maybe went to a different field in the company or maybe switched paths, simply hover over the user and click “delete”
Managing Your Group Users: What is a group-level user & how do I manage/delete group users?
Everything you need to know about setting up & managing group-level users!
Written by Austin Huff
Updated over 3 years ago