---
title: Groups
slug: groups
icon: 👥
docTags: 
createdAt: 2023-12-14T21:37:46.485Z
---

## 🧑‍🤝‍🧑 Overview

Groups allow you to organize users into logical segments—such as departments or teams—so you can control access, personalize content, and streamline management.

## 👨🏻‍🏫 Walk Through 

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## ✅ Creating a Group

1. Navigate to the **Groups** section.
2. Click **Create Group**, give it a name (e.g., “Marketing”).
3. Assign users immediately or add them later via **Manage Users**.
4. Optionally, add pages to the group during setup.



## 📄 Adding Pages

- Pages can be linked directly to a group, giving group members access by default.
- You can also assign pages individually to users.



## 🔍 Group Filters



Use filters to personalize data shown to group members across dashboards:

- Define **Column Name**, **Condition**, and **Value** (e.g., State = CA).
- Ensure values match the database exactly (case-sensitive, format-specific).
- Filters apply to all pages in the group.



## 🗂 Foldering (Navigation Organization)

- **Enabled:** Group pages appear nested under the group name.
- **Disabled:** Group pages appear at the top level in the navigation.



## 📧 Scheduled Reports

- Automatically email a link to the group’s dashboard on a schedule.
- Set time, frequency, and link expiration.
- All group members will receive the report once added.



## 🖼 Folder Icons

- Upload a custom icon for the group (e.g., a marketing logo).
- Helps users visually identify the group in the navigation.



## 🔐 Public Access

- Optionally make group content publicly accessible via a link (not recommended for sensitive data).



## 📁 Documents

- Attach files (e.g., templates, reference docs) directly to the group.
- Users can download them from the group view in the portal.



## 🔄 Clone Groups

- Quickly replicate an existing group with all users, pages, filters, and settings.



## 🧑‍💼 Managing Users

- Add/remove users at any time.
- Only existing users in your portal can be added to groups.