Managing groups

Groups serve as the cornerstone for managing a user's access to deals, providing the framework for constructing hierarchies that align with internal organizational structures for reporting and analytics. By leveraging Groups, organizations can establish a systematic approach to categorizing users based on various criteria such as departments, job roles, or other relevant groupings. This hierarchical setup not only ensures streamlined access to deals but also facilitates robust reporting and analytics, empowering organizations to make data-driven decisions with clarity and precision.

Note: Ensure that full access is provided to the Group Management permissions.

This topic includes the following sections:

• Creating a group

• Editing a group

• Archiving a group