Several persons can be united into a group. You can manage the group in your account from the People and Groups page.

Add group

Go to the People and Groups page and click Add > Group.
The following settings are available in the General tab of every person.

Name

Enter a name to identify the group.
The following settings are available in the People tab.
Select people from the list and assign them to the current group.
The following settings are available in the Subscription tab.
You can schedule any report to be auto-delivered via email. Select how often the report should be emailed. Choose from: weekly, daily, or monthly.

Adding a person into the group

To add a person into the group, follow the steps below.
  1. Select a Group and then select Edit.
  2. Open the People tab and select the person that you want to add.
  3. Click Save.
Alternatively, follow the steps below.
  1. Select the person and then select Edit.
  2. Open the Groups tab and select a group for the person.
  3. Click Save.

Editing groups

Select a group and then select Edit to modify the group details.
To delete a group, select the group and then select Delete.

View existing groups

The left side panel displays all groups in your account.


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