Assigning groups to a contact

An administrator must assign groups to a contact before the contact can access the groups.

Complete these steps:
  1. From the main menu, click Manage > Contacts & Logins to open the Contacts grid.
  2. Select a contact in the grid, click Actions, and select Groups Managed.
  3. Select a group for the contact.
  4. Click Save.
Note:
  • A contact must be set up as a group manager of at least one group to have the access level of Group.
  • You can make a contact the group manager of any number of groups.
  • A contact can be a manager of any level group. If you make a contact a manager of a top-level group in a group hierarchy, then they can see all the data for all locations in all groups within that hierarchy. If you make a contact a manager of the lowest level group in a group hierarchy, then they can only see data for locations in that group.
  • A portfolio manager user can manage only a single group.