Assigning groups to a contact
An administrator must assign groups to a contact before the contact can access the groups.
Complete these steps:
- From the main menu, click Contacts grid. to open the
- Select a contact in the grid, click Actions, and select Groups Managed.
- Select a group for the contact.
- 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.