How can I manage my team?

As an admin, you can divide your team of users into groups.

Admins can create a group of users and limit their credit. Here's how:

Click the Team tab in the left panel.

You will see 3 sections: Members, Groups, and Invites.

 

To create a group:

Step 1: Create a group

Go to the Groups section and click the Create group button. Type in the group name and click Save.

Create group

 

Step 2: Populate the group

Go to the Members section.

click members tab

Check the box next to any member you wish to add to the group.

Click Move to group.

Select the name of the group to which you wish to add the members (the group you just created, or another)

Click Save.

add multi to group

 

You can also add individual contacts to a group by clicking the 3 dot menu

single contact save to group

 

***Please note that only Premium, Enterprise, and Corporate plans (or higher) can access this feature.

 

 

For any further assistance, please contact our support team.