The Groups feature allows team leaders to organize their team members into smaller, more manageable sub-groups. This is especially useful for teams with 100+ members, providing better organization and more granular management capabilities.
Who Can Create Groups?
The following roles have permission to create and manage groups:
Team Leads
Co-Team Leads
Administrators
Operations staff
Group Structure
Group Lead: Oversees the group’s activities and has management capabilities (similar to a team lead for their members).
Group Members: Agents or associates who are part of the group.
Note: Only leadership roles (team lead, co-team lead, admin, ops) can create and manage groups.
Group Lead Capabilities:
View and manage group members’:
Transactions
Offers & Listings
Reports & Stats
Act on behalf of group members (e.g., create offers/contracts).
Team Lead Capabilities:
View and manage all group activities under their team.
Use filters like Select Group and View My Group.
Create offers/contracts for any associate in their team or group.
How to Create a Group
Log in to your Radius account.
Navigate to the Groups Section:
Go to Settings → Team Settings → Groups
Create a New Group:
Click the "New Group" button
Enter Group Details:
Add Group Name: Give your group a descriptive name
Select Group Lead: Choose an associate to lead the group
Add Group Members: Select associates to be part of the group
Finalize Creation:
Click "Create" to establish the group
Using Groups
Group Lead Capabilities
View all group members’ transactions, tasks, and stats.
Create offers, listings, or contracts on behalf of group members.
Use filters like View My Group to focus reporting and transaction views on their assigned group.
Team Lead Capabilities
View and manage activities of the groups under their team.
Switch filters between Team Members and Groups to track performance and activity.
Where Groups Appear
Transactions: Group leads can view and manage transactions for their group members.
Reporting: Filter reports by My Group to view group-specific stats.
Activities: Group leads and team leads can see all group activities, tasks, and performance details.
Frequently Asked Questions
Q: Can an associate be in multiple groups?
A: No, an associate can only be part of one group at a time.
Q: Can a group lead also be a member of another group?
A: No, a group lead can only lead their assigned group and cannot be a member of another group.
Q: How do I change a group lead?
A: Navigate to Settings → Team Settings → Groups, select the group you want to modify, and update the group lead.
Q: Can I move members between groups?
A: Yes, you can remove a member from one group and add them to another.
Q: Do group members receive notifications when added to a group?
A: Yes, members will be notified when they are added to or removed from a group.
Q: How do group permissions work with transactions?
A: Group leads can view and manage transactions for their group members, while team leads can access transactions across all groups.
