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How can an admin group users together?

Here's how you can group agents, coaches, TCs, ISAs, and your admins together for Dashboard, Challenges, and Reporting purposes.

Shane Taylor avatar
Written by Shane Taylor
Updated over a year ago

Groups are a powerful feature in Sisu. 💪

Groups can be created by Admin and TC users following these quick and easy steps:

  1. Navigate to Admin > Team Settings

  2. Select Groups from the Team Settings Menu

  3. Click the 'Add New Group' button

  4. Type in a Name for the Group

  5. Check the boxes next to the users you'd like included in the Group

  6. Check the box for any users you'd like to grant Coaching access to

  7. Click the Save Group button at the top of the page!

This video also walks through how to create and utilize Groups. ⬇️

Video Note: To optimize viewing, watch this video on Loom. You can do this by clicking the square icon with an arrow coming out of it, which appears in the top-right corner of the video.

You can also restrict Sisu forms access for your groups - streamlining data entry, access, and ensuring data accuracy. Check out this help article for more information on to set up form partitioning based on your unique Groups.

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