Managing Groups

LeadIQ_Banner_Transparent.pngManage Groups

Click Manage Groups on the Teams page in the web app here. Then click Create New Group to name your Group. 

 

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Assign Group Managers

Each group can be assigned one or multiple managers. Group managers will be able to do the following:

  • Invite team members to groups they manage
  • Edit team member's credit limit 
  • Add, change or remove members from groups they oversee
  • Export “Team campaign statistics” and “Team credit usage” reports for groups they manage
  • Access Dashboard 
  • View Team Campaigns for groups they oversee

Please Note: Group managers do not have access to Group Governance Settings because those settings are only accessible to Team Admins. The Team Admin will determine what Group Governance Settings each manager has. 

 

How to add, remove or edit members from a group?

Team admins will have three dots on the right for the entire team and all the options on the screenshot below. Managers will only see this option for members they manage and Edit Role and Remove from Team will not be an option. Proceed to select Edit Group, Remove from Group or Invite to add members and assign a group. 

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What is the Unassigned group?
By default, all members start in Unassigned. Anyone who you remove from a Group will be placed in Unassigned and anyone left unassigned to a Group will be here too.

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Set Governances using Groups

After you make a Group, go to the Governances settings on your Team settings page here. Now you can customize your Governance settings for Groups within your team. 

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If you have any questions about groups, you can reach out to the LeadiQ Support Team by clicking Submit a Request at the top right of this page.

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