Groups

You can assign users to specific groups, which means that the user can only see the records for which a member of the group is entered as a supervisor or that are assigned to this group.

Assign

users to a group To assign a user to a group, go to the desired user data record and then to the “Groups” tab. The selection field “available groups” lists the groups that have been created

Select the group in which this user is to be assigned by “Add” after the group name. You can only assign the user to one office group at a time. If further group assignments are required, this is only possible via special groups that must be created separately.

After you have selected the group in the left field, “Assigned Groups”, the group name and a list field appear in the right field. Open this field by clicking on the arrow. Choose here which status this user is to receive and save the assignment.
If you set the user as group leader, the user can edit the group and retrieve the settings of the members. However, he cannot change his membership. Depending on the additional module, there are further rights, see explanation of office groups.
In the next column Statistics you can set whether the user can view the statistics of the groups in the “Success Cockpit”

You can also add a user to a group in Group Management

Settings