Creating & managing user groups

Groups allow you to separate users based on the criteria of your choice that best fit your needs. For example, groups can be used to parse clients by advisor, client type, source, employer, marketing campaigns, and more. Each Group you create generates a unique sign-up link that can be used to automatically assign new users to a specific group when signing up. 

Important Note: A default group and corresponding sign-up link are automatically generated for assigned user admins as they can only see details for users who are in groups to which they have access. Only admins with sufficient access rights can manage all firm groups as needed.

Create a new group

Navigate to User Admin > Groups, and click the New group button located to the right of the search bar, which will open a modal to create the new group.

On the first page of the modal add the following group details, which are only visible internally to admins with access to the group:

• Group Name: i.e. Website link, Jordan’s clients, Next-gen, etc.
• Group Description: (optional) Note used for internal reference to the group

When finished, select Create group to create the new group, which will generate and display the unique group sign-up link. You can view and copy a group link at any time by selecting the three-dot menu next to a group and selecting copy group link.

Advanced Group settings

When creating a new group, you will then be directed to a second page of the modal, Advanced Settings, where will update the following:

• Assigned Admins: Select the admin(s) in the drop-down menu who will have access to the group.
• Display Contact: Select the contact information that will be displayed to users within the group, otherwise the firm default option will apply. Only those listed as Assigned Admins from the list above will appear as options in the drop-down menu.
• Tier: (optional) Assigning a tier will force all users in the group to be placed in that tier without exception. Without an assigned tier, individual users’ tiers can vary within the group.
• Group Type: (optional) If needed, select whether the group will be designated as an Employer or Prospecting group.
• Available Products: Remove any products that users in the group should NOT have access to view and use. If left unchanged, all available products will be accessible to users.

When finished, select Save to create the new group and generate the unique group sign-up link. You can view and copy a group link at any time by selecting the three-dot menu next to a group and selecting copy group link.

You can also update the same details for or delete existing groups by clicking on the three-dot menu next to a group and selecting the appropriate action.

Adding users to a Group

Inviting new users to a Group

Each Group has a unique sign-up link that is generated upon creation. For new users that need to be assigned to a specific group, you will need to provide them with the specific group’s link to sign up. You can view and copy a group link in two places in the admin portal:

• Navigate to User Admin > Groups, click the 3-dot menu next to the applicable group, and select Copy group link.
• Navigate to User Admin > Invite Users, locate the Group Invite Link table, and select the group name in the Group drop-down menu to view and copy the URL.

Assigning or moving existing users to a Group

There may also be cases in which you need to move an active user from one group to another. Here’s how:

• In your admin account, navigate to User Admin > Users
• In the table of active users, search for and find the individual, click on the three-dot menu next to their name, and select Change group.
• In the modal that appears, you will see a drop-down menu with a list of groups to select from.
• Select the appropriate group in the drop-down menu and when finished, click on Apply change