User Groups

Learn how to organize team members into Groups for easy sharing & team management.

Manage employees within your business by organizing team member into Groups. Groups can be used to manage all users in a specific role, like 'Dispatchers' or by a common trait like location 'Remote'. It's totally up to you how you want to organize your team.

How to create a Group:

Team members can be added to multiple Groups. Groups don't affect the role permissions of a user in your account.

Currently, groups can be used when sharing Boards. When searching for users, you'll see the Groups in your list to share with multiple users in one selection.

Here's an example:

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