Edition: All Editions Audience: Group Admin

Adding Groups

This article explains how to add a new group or sub-group. Each group and sub-group has its own profile where group-level permissions can be set.

Add a New Group

  1. Go to Admin > Groups.

  1. Click the Group Management tab.
  2. Select the group you wish to add a sub-group for and click on it.
  3. At the bottom of the Edit page select Add Sub-group. This adds a new sub-group under the main group.
  4. Rename the group and configure the profile as detailed below.

All changes will automatically save.

Group Configuration

  • Currency: Each group can have its own currency which users in that group will see on all financial metrics.
  • Week Starts On: This enables the working week to start on a different day of the week, meaning all weekly targets will start from the day specified.
  • Date Format: Choose the UK or US Date Format for the group all users in the group will inherit this format unless specified differently at the user level.
  • Deal Music: Deal Music can be set at a group level rather than an individual level.
  • OneView Page: Use this option to set the default OneView page for all users in the selected group.
  • Add A Sub-Group: Adding a sub-group adds another level to the selected group. There is no limit to the number of sub-groups that can be added. Each of these additional groups can have its own set of permissions or simply inherit them from its parent. Please ensure that you enter a name for the new group.