How do I manage Groups in my Admin account?

As an admin, you'll head to the Agents > Groups > Manage Agent Access menu to create new Groups, add Agents to Groups, and remove Agents from Groups.

Written By Danny Schaffer

In this video, we'll discuss creating and managing Groups, which will help you manage groups of agents as a whole more effectively. You can also view the text article below.

Creating a Group of Agents in the Admin account

  1. Head to Agents > Groups > Manage Agent Access

An image of the navigation to the Groups: Manage Agent Access step for admins. Hover over the Agents menu, then hover over "Groups", finally click "Manage Agent Access".

  1. Click New in the Groups area to the right to create a new Group

An image showing the Groups | Manage Groups page. On the left is the "Agents" area with agent names, and the right, the Groups area with an arrow pointing to the "New" button, used to create a new Group of agents as an admin.

  1. On the Create New Group page, add a Title (required) and a Description (optional)

You can also use the "Private Enrollment" checkbox to decide whether in the future you want the Group to have Private Enrollment only by checking the box (only admins can add agents to the Group) or if you want it to be public by leaving it unchecked (in future updates, allow agents to add themselves to the Group).

  1. Click Save Changes

Adding Agents to or removing agents from a Group

  1. Navigate to the Agents > Groups > Manage Agent Access page

An image of the navigation to the Groups: Manage Agent Access step for admins. Hover over the Agents menu, then hover over "Groups", finally click "Manage Agent Access".

  1. Drag and drop an Agent Name from the left into the name of a Group on the right.

Note: Only currently Active agent accounts will appear here.

An image showing the Groups | Manage Groups page. On the left is the "Agents" area with agent names, and the right, the Groups area. An arrow shows to drag and drop an Agent name from the left into a Group name on the right to add them.

Removing Agents from a Group

  1. Navigate to the Agents > Groups > Manage Agent Access page

  2. Click the name of a Group on the right to reach the more in-depth "Edit Group" menu.

  3. In the “Edit Group” menu, click Remove next to agent names to remove them from the Group.

Note: Removing an agent from a Group will remove their access to templates they had access to *only through* that Group.

An image depicting adding an agent into the 'Choose an agent on the left side of this page and drag into this box" method of adding an agent to a Group. A small arrow in the "Edit Group" area shows how to remove an agent from the Group by clicking the "Remove" button next to a name.