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What are Groups? How do I create and edit them?
What are Groups? How do I create and edit them?

Groups contain datasources and stories. Stories in a group share certain settings, including currency and custom metrics and dimensions.

Mona Kelaman avatar
Written by Mona Kelaman
Updated over 2 years ago

Groups can be set up, edited and deleted by Admin Users only.
They can be used to categorise stories in various ways:
For Publishers / Agencies, we recommend creating one group per Client/Advertiser.
For Enterprises, groups can be created by Market, Product, or other breakdowns.

Groups settings apply to all stories inside them. The following settings can be set:

  • the Currency that all money-related metrics will follow in stories.

  • the Timezone in which your stories are going to be displayed.

  • the Standard Users with access to the Group.

  • the Datasources available in the Group when creating or editing stories.

  • the Group Logo which Users will see when switching between Groups.

Custom metrics and dimensions are also stored by group. This means if you create or edit a custom metric dimension in one group, the change will only apply to that group.

Step by step: How to create a Group

  1. From the homepage, click on the '+' icon in the top right corner and select 'Create Group'.

  2. Alternatively, click on the burger menu icon in the top left corner, and select 'Groups' from the drop down menu to see existing Groups & add new ones. Then, click on 'Add Another' to create a new Group. 

  3. Fill in your desired group name. Include a description and make sure the Currency & Timezone are set correctly.

  4. Select the Datasources you'd like to use and the Standard Users who will have access to the group. You can also select a specific Theme that will be applied to all stories within the group.

  5. Click on 'Save' to create your Group!

Step by step: How to edit Group settings

  1. From the homepage, click on the burger menu icon in the top left corner. 

  2. Click on 'Groups' from the drop down menu

  3. Find the Group you'd like to modify, and click on 'Edit'. 

  4. Make your changes and click on 'Save' to save them.

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