Sisu Group functionality is used in many ways across our customer base. Our brokerage customers use user grouping to manage teams in the brokerage. Groups are also used in large teams to have smaller segmented teams with focused team members on each team (e.g., coach, TC, ISA, Agents in groups). For more information on how to use and set up groups, click here.
1. Go to Admin > Team Settings.
2. In the menu on the left, click Forms and Fields.
3. Click the Add Form button at the top.
ℹ️ Note
You can also click the Edit button in-line with a form.
4. In the Restrict to Groups box, select the groups that should be able to access the form.
5. Click the Add button (or the Update button if you're editing an existing form).
How To Use a Multi-Select Box
To select multiple groups, use the following keyboard shortcut:
Mac: Command + Click
Windows: Control + Click
Restricted from Roles or Restrict To Groups
Each form can either be restricted from Sisu roles or accessible to Sisu Groups; they cannot share permission sets.