User Groups.

Create User Groups to simplify granting access to plans, reports and dashboards.

By creating user groups, you can easily share plans, reports, or dashboards with multiple users at once instead of sharing with each user individually. 

To create a user group, take the following steps:

  1. Navigate to Settings ⚙️ > Users > Groups
  2. Select ADD GROUP from the Groups section
  3. Name the newly added group
  4. Add the desired users to the group by clicking in the white space to the right of the group name
  5. Save

Once the group is established, the option to share with the group will automatically become available when sharing Plans, Reports & Dashboards.

To remove a User Group, select the ellipsis (. . .) to the right of the group name and select Remove Group.