Managing Account User Groups
Creating and Managing User Groups
You can group your stakeholders based on group qualities. Grouped users will have the same exact pro-rata based permission rights bestowed upon them.
Navigate to [Stakeholders] → [All Stakeholders] → [Groups]
1. Click [+Add Groups], then enter a group name.
You can enter a group name of your choice. If an institution has more than one manager, you may drill down the drop down list to specify a particular contact point within that institution to create a group.
2. Go to [⋮] → [Edit] to make changes to the groups you created.