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How to create a custom group

Create a group

Updated over 11 months ago

1. Click "User Management"

2. Click here.

3. Click "Create role"

4. Update the picture

5. Name the group

6. Click "Auto Grouping Criteria" to quickly add multiple users with same titles, locations etc.

7. Click "Add criteria"

8. Click the "Criteria Key" field.

9. Click "Position Title"

10. Click this search field.

11. Click "Contains"

12. Click here.

13. Click "SDR"

14. Click "Add Criteria"

15. Click "Apply critera"

16. Click "Create group"



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