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Managing Groups in your admin account

Groups are a great feature to help you manage groups of agent's access to content you create. You can create and name a group, assign agents to that group, then provide that group with access to restricted templates you've created.

To start, hover over Groups > Manage Groups.

To create a new group, click 'New' on the right side. Give the group a Title, an optional description, and consider whether or not this should be private. A non-private group agents can enroll into from their account profile. If this group should only be managed from your admin account, marking it as private is a good idea.

Once the group is saved, head back to your Manage Groups page. Select the new group on the right, and drag over the appropriate agent accounts from the left to add them to the group.

Once your group is setup, you can start providing it with restricted materials they should have access to. See here for more:

How Do I Restrict A Marketing Piece?

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